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Perfil
Mr. Simon T.
Lee, CFA MBA, is Vice President & Assistant Portfolio Manager at Osterweis Capital Management, Inc. Mr. Lee is a principal of the firm and an Assistant Portfolio Manager for the fixed income strategy.
Prior to joining Osterweis Capital Management in 2008, he was a key member of the investment management team at Pacific Life Insurance Company, where he was actively involved in the credit default swap market for the high yield bond portfolio.
Prior to that, Mr. Lee was a Research Analyst with E.
F.
Hutton Life and Executive Life from 1980 to 1985.
Mr. Lee graduated from Loyola Marymount University with B.B.A. and MBA. He also holds the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.
Antiguos cargos conocidos de Simon T. Lee.
| Empresas | Cargo | Fin |
|---|---|---|
Osterweis Capital Management, Inc.
 Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Portfolio Manager-Fixed Income | 15/05/2017 |
Pacific Life Insurance Co.
 Pacific Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products, annuities and mutual funds solutions | Corporate Officer/Principal | 31/12/2007 |
Executive Life Insurance Co.
 Executive Life Insurance Co. Life/Health InsuranceFinance Insurance concern | Corporate Officer/Principal | 31/12/1983 |
Pacific Life Fund Advisors LLC
 Pacific Life Fund Advisors LLC Investment ManagersFinance PLFA is an active investor which offers total return credit oriented fixed-income investment strategies to institutional investors. The firm’s investment process is anchored by a fundamental, bottom-up approach that is complemented by a top-down analysis. | Portfolio Manager-Fixed Income | 01/06/2005 |
Formación de Simon T. Lee.
Experiencias
Funciones ocupadas
Activas
Inactivas
Empresas cotizadas
Empresas privadas
Relaciones
10
Relaciones de 1er grado
5
Empresas vinculadas al 1er grado
Hombre
Mujer
Administradores
Ejecutivos
Empresas relacionadas
| Empresas privadas | 5 |
|---|---|
Osterweis Capital Management, Inc.
Osterweis Capital Management, Inc. Investment ManagersFinance Osterweis takes a fundamental approach to investing. The firm's investment strategies focus on equity securities, fixed income securities, and various combinations thereof. They search for investments with acceptable downside risk and underappreciated growth potential. Osterweis combines top-down and bottom-up analysis with a search for opportunistic ideas to construct their portfolios. | Finance |
Pacific Life Fund Advisors LLC
Pacific Life Fund Advisors LLC Investment ManagersFinance PLFA is an active investor which offers total return credit oriented fixed-income investment strategies to institutional investors. The firm’s investment process is anchored by a fundamental, bottom-up approach that is complemented by a top-down analysis. | Finance |
Executive Life Insurance Co.
Executive Life Insurance Co. Life/Health InsuranceFinance Insurance concern | Finance |
Loyola Marymount University
 Loyola Marymount University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Pacific Life Insurance Co.
Pacific Life Insurance Co. Life/Health InsuranceFinance Provides life insurance products, annuities and mutual funds solutions | Finance |
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