Career history of Simon T. Lee
Former positions of Simon T. Lee
| Companies | Position | Start | End |
|---|---|---|---|
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Portfolio Manager-Fixed Income | 01/01/2008 | 15/05/2017 |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Corporate Officer/Principal | - | 31/12/2007 |
| Executive Life Insurance Co. | Corporate Officer/Principal | 01/01/1980 | 31/12/1983 |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Portfolio Manager-Fixed Income | 01/11/2001 | 01/06/2005 |
Training of Simon T. Lee
| Loyola Marymount University | Masters Business Admin |
Statistics
International
| United States | 6 |
Operational
| Portfolio Manager-Fixed Income | 2 |
| Corporate Officer/Principal | 2 |
| Masters Business Admin | 1 |
Sectoral
| Finance | 5 |
| Consumer Services | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 4 |
|---|---|
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance Pacific Life Fund Advisors LLC (PLFA) is a SEC-registered investment advisor headquartered in Newport Beach, California. The firm was founded by Brian Robertson in 2007 and they are a direct subsidiary of Pacific Life Insurance Co., an indirect, wholly-owned subsidiary of Pacific Mutual Holding Co. PLFA provides discretionary investment advisory services to US open-ended mutual funds and a private investment fund. | Finance |
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis Capital Management, Inc. (Osterweis) is an independent, SEC-registered investment advisor headquartered in San Francisco, California. The firm was founded by John Osterweis in 1983. Osterweis offers investment advisory services to various types of clients which include individuals, trusts, institutions, mutual funds, and other entities. | Finance |
| Executive Life Insurance Co. | Finance |
Pacific Life Insurance Co.
Pacific Life Insurance Co. Life/Health InsuranceFinance Pacific Life Insurance Co. provides insurance products and service. It offers annuities, mutual funds to individuals, businesses and pension plans. The company was founded on May 9th 1868 and is headquartered in Newport Beach, CA. | Finance |
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