David Lee

A community enlightening hope provider for financially underserved and misinformed people and entities. Chief Investment Officer, The Taylor Advisory Group

San Francisco Bay Area

About

• Asset Management/Investment/Portfolio Management/Global Financial Services • Global Wealth Management • Corporate Finance/Investment Banking • Private Equity Investment/Alternative Investment Specialties: Investment, Fund Management, Hedge Fund, Derivatives, Financial Planning, Venture capital Investment, Private Equity Investment holding Series 7, Series 63 and 65

Experience

  • 투자는인생tv at INVEST 4 LIFE
    Aug 2023 - Present · 2 yrs 11 mos

  • Taylor Investment Advisory Group (Full-time · 9 yrs 1 mo)
    • Chief Investment Officer
      Jan 2021 - Present · 5 yrs 6 mos

      I am in charge of preserving a company's asset portfolios. And I am supervise a team of financial Advisors and clients Relations Managers and help develop both short and long-term investment plans, recommend investments and assign assets.

    • Executive Vice President, Portfolio Manager
      Jun 2017 - Present · 9 yrs 1 mo

      Providing Investment Advisory Services for HNW and UHNW clients and Corporates Clients specializing in financial planning, goal based asset management and customization of various asset classes.

  • Founder at AI based portfolio management support system
    Dec 2016 - Oct 2019 · 2 yrs 11 mos

    Securities Forecast Support System using Artificial Intelligence

  • Managing Director at LPL Financial
    Jan 2016 - May 2017 · 1 yr 5 mos

    Wealth Advisory Services for Strategic Wealth and Investment Management and Platform provided by LPL Financial and Investment

  • Global Wealth Management Sr. Financial Advisor Portfolio Manager at Merrill Lynch
    Jul 2011 - Jan 2016 · 4 yrs 7 mos

    Managing Alternative Investment Fund including Hedge Funds, Options, REITs, ARN-Accelerated Returns Notes and Step-ups Managing high net worth individual and corporations Providing investment advisory services to investors Managing funds for various high return investment products such as Alternative Investments-Hedge Funds,REITs, Options, Step Up Notes and ARNs Managing High Net Worth Accounts, Corporate Cash Accounts, Retirement Accounts, LMA, and Corporate Investment Accounts