Career history of Ricardo Lee
Former positions of Ricardo Lee
Companies | Position | Start | End |
---|---|---|---|
Osmium Partners LLC
Osmium Partners LLC Investment ManagersFinance Osmium Partners LLC is an independent hedge fund management firm headquartered in Greenbrae, California. The firm was founded in 2002 by John H. Lewis to provide investment advice to high net-worth individuals and institutional investors. | Analyst-Equity | 01/09/2019 | 01/07/2022 |
ICONIQ Capital LLC
ICONIQ Capital LLC Investment ManagersFinance ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities. | Analyst-Equity | 01/07/2018 | 01/01/2019 |
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Consultant / Advisor | 01/01/2017 | 01/06/2018 |
EisnerAmper Wealth Management & Corporate Benefits LLC
EisnerAmper Wealth Management & Corporate Benefits LLC Investment ManagersFinance EisnerAmper Wealth Management & Corporate Benefits LLC (EisnerAmper Wealth Management) is a registered investment advisor and wealth management firm headquartered in Iselin, New Jersey. The firm was founded by Marc L. Scudillo in 1999 and is a subsidiary of EisnerAmper LLP. EisnerAmper Wealth Management provides discretionary investment advisory and advocacy management planning services on fee basis to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Corporate Officer/Principal | 01/09/2015 | 01/11/2016 |
Training of Ricardo Lee
University of California, Santa Barbara | Undergraduate Degree |
Statistics
International
United States | 6 |
Operational
Analyst-Equity | 2 |
Undergraduate Degree | 1 |
Corporate Officer/Principal | 1 |
Sectoral
Finance | 5 |
Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
Private companies | 4 |
---|---|
Osmium Partners LLC
Osmium Partners LLC Investment ManagersFinance Osmium Partners LLC is an independent hedge fund management firm headquartered in Greenbrae, California. The firm was founded in 2002 by John H. Lewis to provide investment advice to high net-worth individuals and institutional investors. | Finance |
ICONIQ Capital LLC
ICONIQ Capital LLC Investment ManagersFinance ICONIQ Capital LLC is a SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded in 2011 by Michael Anders and Divesh Makan. They are a subsidiary of Iconiq Capital Group LP. ICONIQ Capital provides investment advisory and family office services, and also manages direct investments with a focus on technology growth equity, venture capital and real estate opportunities. | Finance |
EisnerAmper Wealth Management & Corporate Benefits LLC
EisnerAmper Wealth Management & Corporate Benefits LLC Investment ManagersFinance EisnerAmper Wealth Management & Corporate Benefits LLC (EisnerAmper Wealth Management) is a registered investment advisor and wealth management firm headquartered in Iselin, New Jersey. The firm was founded by Marc L. Scudillo in 1999 and is a subsidiary of EisnerAmper LLP. EisnerAmper Wealth Management provides discretionary investment advisory and advocacy management planning services on fee basis to individuals, pension and profit-sharing plans, business entities, trusts, estates, and charitable organizations. | Finance |
Ernst & Young Capital Advisors LLC
Ernst & Young Capital Advisors LLC Investment Banks/BrokersFinance Founded in 2009, Ernst & Young Capital Advisors LLC is an SEC-registered broker/dealer headquartered in Chicago, Illinois. The firm is affiliated with Ernst & Young LLP. Ernst & Young Capital Advisors provides an array of trading and execution services for their clients. They do not provide any internal research. | Finance |
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