Joe J. Lee

Finance

Consumer Services

Profile

Mr. Joe J.
Lee, CFA, is Senior Vice President-Institutional Trading at E.
J.
De La Rosa & Co., Inc. Mr. Lee graduated with honors from UCSD in 2001 with a Bachelor’s degree in Management Science and a minor in mathematics.
He was awarded the Chartered Financial Analyst designation in 2004.

Former positions of Joe J. Lee

Companies	Position	End
E. J. De La Rosa & Co., Inc. E. J. De La Rosa & Co., Inc. Investment Banks/BrokersFinance E.J. De La Rosa & Co. is an investment bank, which helps cities, utilities, higher education institutions, and other non-profit businesses raise funds for capital projects. In addition to underwriting new bond issues, the firm sells and trades bonds in the secondary market. Their other services include capital planning, project development and post-closing. They were founded in 1989 and are located in Los Angeles. The firm is registered with the Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and is a member of the Securities Investor Protection Corporation (SIPC).	Trading-Fixed Income	-

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Training of Joe J. Lee

University of California San Diego

Undergraduate Degree

Experiences
Positions held

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Inactive

Listed companies

Private companies

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Connections

1st degree connections

1st degree companies

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Female

Members of the board

Executives

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Linked companies

Private companies	1
E. J. De La Rosa & Co., Inc. E. J. De La Rosa & Co., Inc. Investment Banks/BrokersFinance E.J. De La Rosa & Co. is an investment bank, which helps cities, utilities, higher education institutions, and other non-profit businesses raise funds for capital projects. In addition to underwriting new bond issues, the firm sells and trades bonds in the secondary market. Their other services include capital planning, project development and post-closing. They were founded in 1989 and are located in Los Angeles. The firm is registered with the Financial Industry Regulatory Authority (FINRA), Securities and Exchange Commission (SEC), and is a member of the Securities Investor Protection Corporation (SIPC).	Finance