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Michael Lee
Comptroller/Controller/Auditor en
REALTY INCOME CORPORATION
.
Perfil
Mr. Michael Lee, CFA, is a General Partner & Chief Investment Officer at Carl Marks Management Co. LLC and a Tax Director & Vice President at Realty Income Corp.
He joined Carl Marks Management in 2012.
Prior to joining Carl Marks Management, Mr. Lee was a vice president at Whippoorwill Associates, an alternative asset manager focused on middle market credit.
Mr. Lee began his career at KPMG as a forensic accounting associate.
Following KPMG, he joined Citigroup as an analyst in the Global Portfolio Management group, where he helped to manage a corporate loan portfolio for companies in the consumer and healthcare industries.
He received a BA in Business-Economics from the University of California, Los Angeles and is a CFA charterholder.
Cargos activos de Michael Lee
| Empresas | Cargo | Inicio |
|---|---|---|
| REALTY INCOME CORPORATION | Comptroller/Controller/Auditor | - |
Carl Marks Management Co. LLC
 Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities. | Director de Inversiones | - |
Antiguos cargos conocidos de Michael Lee.
| Empresas | Cargo | Fin |
|---|---|---|
American Healthcare Investors LLC
 American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate | Comptroller/Controller/Auditor | - |
KPMG, Inc.
 KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Corporate Officer/Principal | - |
Citigroup Capital Markets, Inc.
 Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services | Corporate Officer/Principal | - |
Whippoorwill Associates, Inc.
 Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies. | Gestor de Cartera-Acciones | 31/12/2010 |
Formación de Michael Lee.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
22
Relaciones de 1er grado
7
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 7 |
|---|---|
Realty Income Corp.
 Realty Income Corp. Real Estate Investment TrustsFinance Operates as a real estate investment trust which invests in retail and commercial properties | Finance |
Carl Marks Management Co. LLC
Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities. | Finance |
Whippoorwill Associates, Inc.
Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies. | Finance |
KPMG, Inc.
KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services | Commercial Services |
University of California, Los Angeles
 University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Capital Markets, Inc.
Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services | Finance |
American Healthcare Investors LLC
American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate | Finance |
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