![Lee Harriss Roberts](https://cdn.zonebourse.com/static/resize/768/576//static/images/insiders/unknown.png)
Lee Harriss Roberts
Fundador en Curi Wealth Management LLC .
Cargos activos de Lee Harriss Roberts
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
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 | - | - |
Curi Wealth Management LLC
![]() Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Fundador | - | - |
Inversor de Capital Privado | 01/02/2016 | - |
Historial de carrera de Lee Harriss Roberts
Antiguos cargos conocidos de Lee Harriss Roberts.
Empresas | Cargo | Inicio | Fin |
---|---|---|---|
Cherokee Investment Partners LLC
![]() Cherokee Investment Partners LLC Investment ManagersFinance Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh. | Inversor de Capital Privado | 01/01/2006 | 31/12/2008 |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Corporate Officer/Principal | 01/01/1997 | 31/12/2005 |
Ravenscroft School, Inc.
![]() Ravenscroft School, Inc. Other Consumer ServicesConsumer Services Ravenscroft School, Inc. provides educational services. It offers pre-kindergarten through 12th grade, and is divided into three divisions: lower school, middle school, and upper school. The company was founded in 1862 and is headquartered in Raleigh, NC. | Director/Miembro de la Junta | - | - |
Piedmont Community Bank Holdings, Inc.
![]() Piedmont Community Bank Holdings, Inc. Financial ConglomeratesFinance Piedmont Community Bank Holdings, Inc. operates as a bank holding company. It was established to build a strong community banking franchise across the Carolinas and Virginia. It offers personal and commercial banking services through its subsidiaries. Piedmont also controls VantageSouth Bank, a community bank based in Burlington, NC. The company was founded in 2009 by Adam Abram and Scott Custer and is headquartered in Raleigh, NC. | Corporate Officer/Principal | 01/01/2010 | - |
VantageSouth Bank (Cary, North Carolina)
![]() VantageSouth Bank (Cary, North Carolina) Regional BanksFinance Crescent State Bank is a wholly owned subsidiary of Crescent Financial Bancshares. The bank operates 15 full-service banking offices in the communities of Cary (2), Apex, Clayton, Garner, Holly Springs, Sanford, Southern Pines, Pinehurst, Raleigh (3), Knightdale and Wilmington (2), North Carolina. Founded and headquartered in Cary, NC, they pride themselves on being able to provide fast, local decision-making and quality customer service to each of their customers. Their bankers are hand-picked members of the community with strong banking backgrounds. Through one's expertise they are able to help their customers make sound financial decisions. | Director de Operaciones | 30/12/2011 | - |
░░░░░░░░░░░░ ░░░░░░░░░░ ░░░ | ░░░░░ ░░░░░░░░░ ░░░░░░░ | ░░░░░░░░░░ | - |
Formación de Lee Harriss Roberts.
Duke University | Undergraduate Degree |
Georgetown University | Graduate Degree |
Estadísticas
Internacional
Estados Unidos | 13 |
Operativa
Director/Board Member | 4 |
Private Equity Investor | 2 |
Corporate Officer/Principal | 2 |
Sectorial
Finance | 7 |
Consumer Services | 5 |
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Empresas relacionadas
Empresas privadas | 9 |
---|---|
Cherokee Investment Partners LLC
![]() Cherokee Investment Partners LLC Investment ManagersFinance Cherokee Investment Partners LLC is a Private Equity and Venture Capital firm founded in 1996 by John A. Mazzarino and Thomas F. Darden. The firm is headquartered in Raleigh. | Finance |
Morgan Stanley & Co. LLC
![]() Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
VantageSouth Bancshares, Inc.
![]() VantageSouth Bancshares, Inc. Regional BanksFinance VantageSouth Bancshares, Inc. is a bank holding company, which engages in the management and operation of banks. It offers checking and savings account, lending, business and consumer credit cards, and mortgage lending for businesses and individual customers through VantageSouth Bank. The company was founded on April 27, 2001 and is headquartered in Raleigh, NC. | Finance |
VantageSouth Bank (Cary, North Carolina)
![]() VantageSouth Bank (Cary, North Carolina) Regional BanksFinance Crescent State Bank is a wholly owned subsidiary of Crescent Financial Bancshares. The bank operates 15 full-service banking offices in the communities of Cary (2), Apex, Clayton, Garner, Holly Springs, Sanford, Southern Pines, Pinehurst, Raleigh (3), Knightdale and Wilmington (2), North Carolina. Founded and headquartered in Cary, NC, they pride themselves on being able to provide fast, local decision-making and quality customer service to each of their customers. Their bankers are hand-picked members of the community with strong banking backgrounds. Through one's expertise they are able to help their customers make sound financial decisions. | Finance |
Piedmont Community Bank Holdings, Inc.
![]() Piedmont Community Bank Holdings, Inc. Financial ConglomeratesFinance Piedmont Community Bank Holdings, Inc. operates as a bank holding company. It was established to build a strong community banking franchise across the Carolinas and Virginia. It offers personal and commercial banking services through its subsidiaries. Piedmont also controls VantageSouth Bank, a community bank based in Burlington, NC. The company was founded in 2009 by Adam Abram and Scott Custer and is headquartered in Raleigh, NC. | Finance |
Duke Alumni Association | |
Community Investment Corp. of the Carolinas | |
Ravenscroft School, Inc.
![]() Ravenscroft School, Inc. Other Consumer ServicesConsumer Services Ravenscroft School, Inc. provides educational services. It offers pre-kindergarten through 12th grade, and is divided into three divisions: lower school, middle school, and upper school. The company was founded in 1862 and is headquartered in Raleigh, NC. | Consumer Services |
Curi Wealth Management LLC
![]() Curi Wealth Management LLC Investment ManagersFinance SharpVue Capital LLC (SharpVue Capital) is a private equity subsidiary of Curi Capital LLC founded in 2016. The firm is headquartered in Raleigh, North Carolina. | Finance |
- Bolsa de valores
- Insiders
- Lee Harriss Roberts
- Experiencia