Robert Lee Email & Phone Number | Over 30 years financial services experience including 25+ years of experience conceptualizing, conducting, writing, and marketing to institutional investors in-depth research and analysis on the traditional and alternative asset management industries. Lead a research practice that has been consistently ranked as a top source for Asset Management research by Greenwich Associates. Multiple-time Wall Street Journal and Starmine All-star Analyst for stock picking. Member of KBW’s Research Review Committee and Index Committee. Prior to acquisition by Stifel Financial, served on KBW’s Profit Sharing and Retirement Plan Board of Directors and KBW Leadership Counsel.

Robert Lee

Over 30 years financial services experience including 25+ years of experience conceptualizing, condu...
New City, New York, United States

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Robert Lee’s Email rlee@kbw.com

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Robert Lee’s Location New City, New York, United States

Robert Lee’s Current Industry Kbw

Robert Lee’s Prior Industry Ubs | Citigroup | Dean Witter Reynolds | Morgan Guaranty Trust | Rutgers Athletic Center

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Managing Director - Equity Research

2002-03-01 00:00:00 - Present

Director - Equity Research

1992-01-01 00:00:00 - 2002-01-01 00:00:00

Assistant Vice President - Private Banking

1989-01-01 00:00:00 - 1992-01-01 00:00:00

Eurobond Trader/Analyst

1986-01-01 00:00:00 - 1988-01-01 00:00:00

Trust Administrator

1982-01-01 00:00:00 - 1983-01-01 00:00:00

Marketing & Staffing Mgr

1980-01-01 00:00:00 - 1981-05-01 00:00:00

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Robert Lee is a Over 30 years financial services experience including 25+ years of experience conceptualizing, conducting, writing, and marketing to institutional investors in-depth research and analysis on the traditional and alternative asset management industries. Lead a research practice that has been consistently ranked as a top source for Asset Management research by Greenwich Associates. Multiple-time Wall Street Journal and Starmine All-star Analyst for stock picking. Member of KBW’s Research Review Committee and Index Committee. Prior to acquisition by Stifel Financial, served on KBW’s Profit Sharing and Retirement Plan Board of Directors and KBW Leadership Counsel.