Lee J. Caleshu
Corporate Officer/Principal en Dynamic Alternatives Fund .
Perfil
Lee J.
Caleshu is currently a Portfolio Manager at Dynamic Alternatives Fund since 2021.
Previously, he worked as a Research Analyst at The Roosevelt Investment Group LLC.
He completed his undergraduate degree from Tulane University (Louisiana) in 1999.
Cargos activos de Lee J. Caleshu
Empresas | Cargo | Inicio |
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Dynamic Alternatives Fund
Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Dynamic Alternatives Fund engages in the investment in a range of portfolio fund strategies within the hedge, private equity, and private real estate investment fund asset classes. The company was founded on March 24, 2021 and is headquartered in Columbus, OH. | Corporate Officer/Principal | 01/01/2021 |
Antiguos cargos conocidos de Lee J. Caleshu.
Empresas | Cargo | Fin |
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The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Analyst-Equity | - |
Formación de Lee J. Caleshu.
Tulane University (Louisiana) | Undergraduate Degree |
Experiencias
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Relaciones de 1er grado
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Mujer
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Empresas relacionadas
Empresas privadas | 2 |
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The Roosevelt Investment Group LLC
The Roosevelt Investment Group LLC Investment ManagersFinance The Roosevelt Investment Group LLC (dba Roosevelt Investments) is a SEC-registered investment advisor headquartered in New York City. The firm was founded by P. James Roosevelt in 1971 as P. James Roosevelt, Inc. and changed their name to The Roosevelt Investment Group, Inc. in 1993. They are a wholly-owned subsidiary of CI Private Wealth LLC, an indirect majority-owned subsidiary of CI Financial Corp. (TSE: CIX, NYSE: CIXX) in Canada. Roosevelt Investments offers services to institutional and retail clients and wrap program sponsors. | Finance |
Dynamic Alternatives Fund
Dynamic Alternatives Fund Investment Trusts/Mutual FundsMiscellaneous Dynamic Alternatives Fund engages in the investment in a range of portfolio fund strategies within the hedge, private equity, and private real estate investment fund asset classes. The company was founded on March 24, 2021 and is headquartered in Columbus, OH. | Miscellaneous |
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