Johann Lee
Director of Research - Equity at AlphaCore Capital LLC
Profile
Mr. Johann Lee, CFA, is a Director of Research at AlphaCore Capital LLC.
He is responsible for overseeing the investment decision process, building model portfolios, and managing the firm's research efforts.
He also manages the firm's investment committee and authors quarterly commentaries and research memos.
His coverage includes hedge funds, liquid alternatives, and traditional strategies.
Previously, Mr. Lee worked at Wilshire Associates, a Los Angeles-based institutional consulting firm, as a research associate responsible for evaluating alternative investment strategies.
Prior, he began his professional career at Cambridge Associates as an Investment Associate aiding their research team with a variety of quantitative and qualitative due diligence requirements in both traditional and alternative investments.
He received his undergraduate degree from the University of Florida.
Johann Lee active positions
| Companies | Position | Start |
|---|---|---|
AlphaCore Capital LLC
 AlphaCore Capital LLC Investment ManagersFinance AlphaCore Capital LLC (AlphaCore) is an independent, SEC-registered wealth advisory firm headquartered in La Jolla, California. The firm was founded by Richard “Dick” Pfister in 2015. AlphaCore provides investment management, financial planning and wealth preservation services to high-net-worth clients. | Director of Research - Equity | 2020-12-31 |
Former positions of Johann Lee
| Companies | Position | End |
|---|---|---|
Wilshire Advisors LLC
 Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Analyst-Equity | 2017-04-30 |
Cambridge Associates LLC
 Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Analyst-Equity | 2014-11-30 |
Training of Johann Lee
| University of Florida | Undergraduate Degree |
Experiences
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Connections
1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 3 |
|---|---|
Wilshire Advisors LLC
Wilshire Advisors LLC Investment ManagersFinance Wilshire Advisors LLC (Wilshire) is a privately-held investment technology and advisory firm headquartered in Santa Monica, California. The firm was founded by Dennis Tito in 1972 as Wilshire Associates, Inc. Wilshire provides innovative investment solutions, consulting services and multi-asset analytics to institutional and intermediary clients worldwide. | Finance |
Cambridge Associates LLC
Cambridge Associates LLC Investment ManagersFinance Cambridge Associates LLC is a privately-held, SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1973 by James Bailey and Henry Lewis. Cambridge Associates provides investment management and advisory services to colleges and universities, foundations and other non-profit institutions. They also act as an investment adviser to private clients, family offices, corporations, healthcare institutions, insurance groups, pension plans and ERISA pools and public and government-related groups. | Finance |
AlphaCore Capital LLC
AlphaCore Capital LLC Investment ManagersFinance AlphaCore Capital LLC (AlphaCore) is an independent, SEC-registered wealth advisory firm headquartered in La Jolla, California. The firm was founded by Richard “Dick” Pfister in 2015. AlphaCore provides investment management, financial planning and wealth preservation services to high-net-worth clients. | Finance |
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