Lee Harriss Roberts

Lee Harriss Roberts

Fundador en Curi Wealth Management LLC .

55 años
Finance
Consumer Services

Perfil

Lee Harriss Roberts is the founder of Curi Wealth Management LLC.
He currently holds the position of Director at the Duke Alumni Association, Sanford School of Public Policy, and Community Investment Corp.
of the Carolinas.
Previously, he served as Managing Director at Piedmont Community Bank Holdings, Inc. and Cherokee Investment Partners LLC from 2006 to 2008.
He also held the role of Chief Operating Officer at VantageSouth Bancshares, Inc. and VantageSouth Bank (Cary, North Carolina).
Additionally, he worked as a Principal at Morgan Stanley & Co. LLC from 1997 to 2005.
Furthermore, he served as a Trustee at Ravenscroft School, Inc. Mr. Roberts completed his undergraduate degree at Duke University and his graduate degree at Georgetown University.

Cargos activos de Lee Harriss Roberts

EmpresasCargoInicio
Sanford School of Public Policy Director/Miembro de la Junta -
Duke Alumni Association Director/Miembro de la Junta -
Community Investment Corp. of the Carolinas Director/Miembro de la Junta -
Fundador -
Todos los cargos activos de Lee Harriss Roberts

Antiguos cargos conocidos de Lee Harriss Roberts.

EmpresasCargoFin
Inversor de Capital Privado 31/12/2008
Corporate Officer/Principal 31/12/2005
Director/Miembro de la Junta -
Corporate Officer/Principal -
Director de Operaciones -
Ver el detalle de la experiencia de Lee Harriss Roberts.

Formación de Lee Harriss Roberts.

Duke University Undergraduate Degree
Georgetown University Graduate Degree

Experiencias
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12

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Duke Alumni Association

Community Investment Corp. of the Carolinas

Consumer Services

Finance

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