Profile
Mr. David K.
Lee is Investment Director & Portfolio Manager at Newgate Capital Management LLC.
He is responsible for portfolio risk management, product development and portfolio customization.
Prior to joining Newgate in 2007, Mr. Lee was a Portfolio Manager at Rohatyn Group and Lazard Asset Management.
Mr. Lee received a BS in Finance from the University of Pennsylvania-Wharton School of Finance and an MBA from the Anderson Graduate School of Management at the University of California-Los Angeles.
Former positions of David K. Lee
| Companies | Position | End |
|---|---|---|
Newgate Capital Management LLC
 Newgate Capital Management LLC Investment ManagersFinance Founded in 1982 by George Foot and Dr. Sonia Rosenbaum, Newgate Capital Management LLC is a wealth management firm and registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services to private, corporate and public funds, educational and charitable institutions, healthcare organizations and private clients. | Portfolio Manager-Equities | - |
Training of David K. Lee
| University of Pennsylvania | Undergraduate Degree |
| University of California, Los Angeles | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
Newgate Capital Management LLC
Newgate Capital Management LLC Investment ManagersFinance Founded in 1982 by George Foot and Dr. Sonia Rosenbaum, Newgate Capital Management LLC is a wealth management firm and registered investment advisor located in Greenwich, Connecticut. The firm provides investment management services to private, corporate and public funds, educational and charitable institutions, healthcare organizations and private clients. | Finance |
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