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Career history of Nancy Markelz Gatens
Former positions of Nancy Markelz Gatens
Companies | Position | Start | End |
---|---|---|---|
Lee Financial Co. LLC
![]() Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Portfolio Manager-Equities | 01/09/2010 | - |
Market Strategist | 01/09/2010 | - |
Training of Nancy Markelz Gatens
Knox College | Undergraduate Degree |
Kelley School of Business | Masters Business Admin |
Statistics
International
United States | 4 |
Operational
Portfolio Manager-Equities | 1 |
Market Strategist | 1 |
Undergraduate Degree | 1 |
Sectoral
Consumer Services | 3 |
Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 1 |
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Lee Financial Co. LLC
![]() Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | Finance |
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