Profile
Mr. Harvey Lei is a Senior Research Associate at Citigroup Global Markets Inc.
Prior to joining Citigroup Global Markets in June 2013, Mr. Lei worked John W.
Bristol in March 2009.
Mr. Lei is a 2009 graduate of the Leonard N.
Stern School of Business, New York University, with a Bachelor of Science in Finance and Accounting, with Minors in Computer Science and Mathematics.
Former positions of Harvey Lei
| Companies | Position | End |
|---|---|---|
John W. Bristol & Co., Inc.
 John W. Bristol & Co., Inc. Investment ManagersFinance John W. Bristol & Co., Inc. (JWB) is an employee-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by John W. Bristol in 1937 to advise on college and university endowment funds. In addition to endowments, JWB also serves charitable foundations, trusts, high net worth individuals, partnerships, as well as pension and other institutional clients. | Analyst-Equity | 31/05/2013 |
Citigroup Global Markets, Inc. (Broker)
 Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Analyst-Equity | - |
Training of Harvey Lei
| New York University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
John W. Bristol & Co., Inc.
John W. Bristol & Co., Inc. Investment ManagersFinance John W. Bristol & Co., Inc. (JWB) is an employee-owned, SEC-registered investment advisor headquartered in New York City. The firm was founded by John W. Bristol in 1937 to advise on college and university endowment funds. In addition to endowments, JWB also serves charitable foundations, trusts, high net worth individuals, partnerships, as well as pension and other institutional clients. | Finance |
Citigroup Global Markets, Inc. (Broker)
Citigroup Global Markets, Inc. (Broker) Investment Banks/BrokersFinance Citigroup Global Markets, Inc. (Broker) (CGMI-Broker) is the broker/dealer division of Citigroup Global Markets, Inc., an investment bank headquartered in New York City with additional offices across the US. The firm was founded in 2004 and is a subsidiary of Citigroup Financial Products, Inc., ultimately held by Citigroup, Inc. (NYSE: C). CGMI-Broker covers all market capitalizations of the major global indices and provides macro and quantitative analysis of global markets and sector trends. Their core focus of the group is to help investing clients make informed decisions by providing value-added, independent, insightful analysis. | Finance |
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