Michael J Lee, Cfa Email and Phone Number
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Michael J Lee, Cfa phone numbers
I specialize in creating dynamic investment strategies that deliver outstanding results for institutions, family offices, RIA’s and UHNW investors. My unique approach has consistently helped my clients exceed their goals. I have spent over 23 years honing my skills in investment management and business growth holding titles of Chief Financial Officer and Chief Investment Officer. My experience is in leading teams, family offices, investors, and global companies in strategy and capital management activities. My focus is on finding innovative solutions to complex issues, with a particular interest in helping companies grow and gain clarity in their management activities. I believe in utilizing a leader's intuition along with data and predictive analytics to inform capital management decisions. This includes developing asset allocation strategies, coordinating advisors, implementing multi-generational planning, and strategic tax & philanthropic planning. I believe in utilizing a leader's intuition, as well as utilizing data and predictive analytics to inform capital management decisions.I am fortunate to have worked with diverse & dynamic teams across a range of clients. and businesses I am intrigued by effective leadership. I applaud inclusion & collaboration; I try never to underestimate the power of purpose. The driving purpose for all I do is to connect with people who have the desire, energy, resources, and share my passion for a better future for others, society, environment, and the world.I am a graduate of the University of Georgia, with degrees in finance and information systems. I am also a CFA Charterholder and member of the CFA Institute. I am currently a member of the CFA Societies of Atlanta, New York, and Jacksonville.Here are my mother and brothersLove is all that exists. Everything else is made up.3:18Please join me on X @_MichaelJLee.
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Sr. Investment OfficerWealthtrust Asset Management Llc Jan 2023 - PresentDestin, Fl, UsDiscover one of the best Institutional Money Managers available today in WealthTrust Asset Management. LLC. DBS Performance Summary located at wealthtrustam.com Our Platform Partners are as follows:925 AdvisoryEnvestnetSchwab MarketplaceTD AmeritradeFidelityRaymond James,SMArtXOrion CommunitiesSimplicityFiniatWe manage investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services. We proudly manage assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 18 years in private portfolio management, we're able to utilize extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance.
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Strategic AdvisorTaff South Dec 2022 - Present -
Founding PartnerTaff South Feb 2022 - Feb 2023TAFF South, LLC is a diversified trading company in the business of sourcing, trading, and producing various commodity products. Our diversified customer base spans corporations located in the U.S., Europe, Asia, Central America, South America, and Africa. Our business relationships and industry network provide us with a unique and significant competitive advantage allowing us to enter high barrier to entry markets and grow market share through attractive pricing, above average quality products, and outstanding
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AuthorMichael J Lee Ip Feb 1995 - Present“There is no greater agony than bearing an untold story inside you.”― Maya Angelou, I Know Why the Caged Bird Sings“The scariest moment is always just before you start.”― Stephen King, On Writing: A Memoir of the Craft“If there's a book that you want to read, but it hasn't been written yet, then you must write it.”― Toni Morrison
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FounderEqs.Ai May 2020 - PresentData, statistics and indicators dominate our lives. The investment industry is a prime benefactor of this movement. Investment management is optimized by layering technology onto solid investment philosophies.EQS is a machine intelligence platform that transforms high quality fundamental, economic, transaction, and social sentiment data into the optimal portfolio asset allocation AND the best possible investments according to today's economic conditions. -
Founding PartnerLongstreet Capital Jun 2010 - Nov 2022Founded in 2008, Long Street is an independent and objective investment advisory firm. Our goal is to provide a select number of clients with highly customized investment and capital management advice. We streamline the asset process without disrupting the structure in place through a consulting relationship. We take in the big picture and how all assets are linked and contribute to our client’s goals."My intention is to get to know my client’s families as if they were my own. I want to know the way they conduct business, who’s in their network, how they like to travel, and where their passions lie. How well do you really know your advisors? Someone this close to your finances should know you inside and out. How else can they be a fiduciary? How else can they provide unbiased advice? How else can they actually be useful?"Long Street utilizes an internally developed Machine Intelligence platform to assist in making asset allocation decisions. These systems are purposefully designed such that we don't rely on a single model or set of assumptions. Long Street utilizes an Economic Landscape Optimization software powered by Machine Data Intelligence to thoroughly analyze the current economic environment for the global economy, regions, asset classes and industries. With this analysis complete, we weight portfolios according to the highest risk to reward outlook incorporating the optimal investments for each asset class for each geographic region. -
Board Member | Strategic AdvisorNyoobe Jun 2021 - Oct 2022 -
Chief Financial OfficerNyoobe Oct 2017 - Jun 2021
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Senior ConsultantAchieve Business Consulting Apr 2021 - Oct 2022The only way to get where you want to go is to first know where you want to go. After this Vision is clear, the rest of the process is how we will build a great business.I've spent decades learning to identify great businesses in which to deploy investment capital. Successful companies all share common aspects.Our mission is to help you transform your current business into a great business.VisionThe most important question your executive team should answer.Where do you see your company in 3, 5, 10 years? If you don't know, we can help you Develop it.ValuesWhat does your company stand for? What will and won't it tolerate within company performance, personnel, the industry, its community?If you don't know, we can't help you Find it.MethodsHow will your company achieve its Vision and Values?If you don't know, we can help Create these.ObstaclesWhat are the Obstacles in the way of achieving the company's Vision and Values?If you don't know, we can help you Identify and Overcome them.MeasurementsHow will your company Measure success?If you don't know, we can help identify and build systems to Measure your company's progress. -
Strategic AdvisorAchieve Business Consulting Apr 2022 - Jun 2022
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Interim Chief Financial Officer - Retail And Ecommerce CompanyAchieve Business Consulting Aug 2021 - Mar 2022Structure the financial operations of the company and subsidiaries.Monitor cash flows and manage the capital structure Initiated the development of a data/analytics department utilizing Glew and NetSuite.Created a data process for forecasting various company KPIs.Identify and report on what areas that are most efficient and how to capitalize on this information.Oversee investment, accounting, tax, and treasury activities.Analyze compensation structures, financing activities, inventory management, logistics, processes, HR, etc.Created Finance Department Goals and V2MOM. Evaluate and manage banking relationships.Developed and introduced an effective personnel review process.
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Strategic Advisor - ManufacturingAchieve Business Consulting Jul 2021 - Sep 2021Assisted in the development of a financial strategy and contract negotiation for the expansion of a multifunctional production facility,
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Family Office ConsultantAchieve Business Consulting Jul 2021 - Aug 2021
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Sales And Marketing Strategy Consultant - Wealth ManagementAchieve Business Consulting Feb 2021 - May 2021Developed a sales and marketing strategy for a wealth management firm utilizing Smart Asset, sales call and closing training, digital marketing, email marketing, retargeting, podcast development, content creation, among others
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Board Member And Career ChairCfa Society Atlanta Oct 2014 - Apr 2018Atlanta, Georgia, Us -
Sr Analyst/Sr Investment Committee MemberWildermuth Advisory Nov 2015 - Mar 2018Managed sourcing, due diligence and analysis for Wildermuth Asset Management public equity separately managed account strategies - Dividend, Growth, Equity Commodity and Small/Mid Cap all of which consistently outperformed their respective benchmarks.Managed sourcing, due diligence and analysis for the multi-asset strategy Wildermuth Endowment Strategy Fund which focused on private equity and private real estate. Under my management, the fund consistently ranked at the top of it's respective Morningstar category.
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Chief Investment OfficerWise Path Llc Dec 2014 - Nov 2015
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Vice President, InvestmentsMoors & Cabot 2006 - 2008Boston, Ma, UsMoors & Cabot combines traditional values and modern capabilities to help investors achieve their financial goals. We provide a full range of individual and institutional services in the Moors & Cabot tradition. Led the implementation of new streams of income and relationship based method of referral generation.Performed appropriate and complex Investment/Manager Research, Asset Allocation, Portfolio Management and Investment Strategy for 1400 accounts which led to new assets under management and the retaining of key accounts. -
Investment Strategist/Portfolio ManagerJ Edward Lee Investments Dec 2002 - May 2006Responsible for developing and managing the following managed portfolios:Value oriented equity and equity options portfolio centered on solid company financials and return enhancement benefits with derivatives.Quantitative S&P 500 Futures utilizing technical analysis and immediate fundamental events realizing 30% per year.Foreign Exchange focusing on macro-economic events such as monthly jobs report and interest rate development realizing 2000% on accounts in 2004.
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Institutional TraderWorldco Llc Jan 2002 - Dec 2002Researched and traded NYSE and NASDAQ listed equities. Utilized financial services such as Bloomberg and Reuters to gather news and information that influenced market performance. Analyzed financial reports, fundamental and technical statistics. Executed trades based upon current order flow and trading programs to gauge trading continuation.
Michael J Lee, Cfa Skills
Michael J Lee, Cfa Education Details
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The University Of GeorgiaInformation Systems -
University Of Georgia - Terry College Of BusinessFinance
Frequently Asked Questions about Michael J Lee, Cfa
What company does Michael J Lee, Cfa work for?
Michael J Lee, Cfa works for Wealthtrust Asset Management Llc
What is Michael J Lee, Cfa's role at the current company?
Michael J Lee, Cfa's current role is Investment Management and Strategy.
What is Michael J Lee, Cfa's email address?
Michael J Lee, Cfa's email address is ug****@****ail.com
What is Michael J Lee, Cfa's direct phone number?
Michael J Lee, Cfa's direct phone number is +170661*****
What schools did Michael J Lee, Cfa attend?
Michael J Lee, Cfa attended The University Of Georgia, University Of Georgia - Terry College Of Business.
What are some of Michael J Lee, Cfa's interests?
Michael J Lee, Cfa has interest in Golf, Diving, Serving Around The World.
What skills is Michael J Lee, Cfa known for?
Michael J Lee, Cfa has skills like Investment Strategies, Equities, Investments, Asset Allocation, Derivatives, Portfolio Management, Trading, Financial Modeling, Options, Alternative Investments, Bloomberg, Financial Analysis.
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