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In 2014, Lee left J.P Morgan to start his own research boutique advisory firm, Fundstrat Global Advisors. [4] [5] Lee currently serves as the Head of Research for Fundstrat Global Advisors and is an advisor to NewEdge Wealth, a CT-based wealth management firm. [6] Lee also sits on the board of directors of the New York Asian Film Festival. [7]
In 1996, she joined J.P. Morgan Asset Management as the head of fixed income, aged 29, advising high-net-worth individuals, foundations, and endowments. [12] From March 2005 to September 2009, she was the CEO of J.P. Morgan's Private Bank, their high-end wealth management unit. [ 7 ]
In 1962, the Chartered Financial Analyst (CFA) designation and code of conduct were established. In 1963, the profession was formalized when 284 candidates sat for the first CFA exam and 268 CFA charters were awarded. [9] [10] The following year, all 3 levels of the exam were administered to more than 1,700 candidates. [8]
The Chartered Financial Analyst (CFA) program is a postgraduate professional certification offered internationally by the US-based CFA Institute (formerly the Association for Investment Management and Research, or AIMR) to investment and financial professionals.
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The J.P. Morgan & Co. logo before its merger with Chase Manhattan Bank in 2000 Influence of J.P. Morgan in Large Corporations, 1914 The J.P. Morgan headquarters in New York City following the September 16, 1920, bomb explosion that took the lives of 38 people and injured over 400 more
J.P. Morgan & Co. is an American financial institution specialized in investment banking, asset management and private banking founded by financier J. P. Morgan in 1871. Through a series of mergers and acquisitions, the company is now a subsidiary of JPMorgan Chase , one of the largest banking institutions in the world.
Morgan Stanley Schedules Quarterly Fixed Income Conference Call NEW YORK--(BUSINESS WIRE)-- Morgan Stanley (NYS: MS) will host a Fixed Income Investor conference call on Friday, August 2, 2013 at ...