Alexei Felix Lee
Corporate Officer/Principal at William Blair & Co. LLC (Investment Management)
Profile
Mr. Alexei F.
Lee is a Wealth Advisor at William Blair & Co. LLC.
He serves high-net-worth individuals and their families.
Prior to joining William Blair, Mr. Lee was a Research Analyst with Wall Street Access where he assisted in portfolio management and operational duties.
He graduated cum laude from Stony Brook University with a B.A.
in economics and minor in business administration.
Alexei Felix Lee active positions
Companies | Position | Start |
---|---|---|
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Corporate Officer/Principal | 2019-12-31 |
Former positions of Alexei Felix Lee
Companies | Position | End |
---|---|---|
Kelleher Financial Advisors LLC
Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans. | Corporate Officer/Principal | 2017-01-29 |
American Portfolios Advisors, Inc.
American Portfolios Advisors, Inc. Investment ManagersFinance American Portfolios Advisors, Inc. (APA) is a SEC-registered investment advisor headquartered in Holbrook, New York. The firm was founded in 2001 and is a wholly owned subsidiary of American Portfolios Holdings, Inc., ultimately owned by AG Artemis Holdings LP. APA offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Corporate Officer/Principal | 2014-06-30 |
Training of Alexei Felix Lee
Stony Brook University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 3 |
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Kelleher Financial Advisors LLC
Kelleher Financial Advisors LLC Investment ManagersFinance Kelleher Financial Advisors LLC (KFA) is a SEC-registered investment advisor headquartered in New York City. The firm was founded in 1995 and formerly known as Wall Street Access Asset Management LLC. They are a subsidiary of Wall Street Access NY Corp. KFA offers individualized investment advice and asset management services to individuals, trusts, institutions, corporations, and pension plans. | Finance |
William Blair & Co. LLC (Investment Management)
William Blair & Co. LLC (Investment Management) Investment ManagersFinance William Blair & Co. LLC (Investment Management) (William Blair-IM) is the investment management division of William Blair & Co. LLC, a registered broker/dealer headquartered in Chicago, Illinois. The firm was founded in 1935 and is a wholly owned subsidiary of WBC Holdings LP. William Blair-IM provides investment advisory and management services to a number of clients including high net worth clients, individuals, small institutions, William Blair Wrap Program clients and other registered investment advisers. | Finance |
American Portfolios Advisors, Inc.
American Portfolios Advisors, Inc. Investment ManagersFinance American Portfolios Advisors, Inc. (APA) is a SEC-registered investment advisor headquartered in Holbrook, New York. The firm was founded in 2001 and is a wholly owned subsidiary of American Portfolios Holdings, Inc., ultimately owned by AG Artemis Holdings LP. APA offers personalized investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. | Finance |
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