Lee A. Gardella
Private Equity Analyst at Schroder Adveq Management AG
Profile
Lee A.
Gardella currently works at Schroder Adveq Management AG, as Head of Investment Risk & Monitoring from 2007.
Mr. Gardella also formerly worked at Pilot Software, Inc., as Director, National Steel Corp., as Principal, Excelsior Private Equity Fund II, Inc., as Senior Vice President from 1998 to 2008, Wilshire Advisors LLC, as Principal, MarketFirst Software, Inc., as Principal, Captura Software, Inc., as Principal, Bank of America, NA (Private Banking), as Vice President, and United States Trust Co., NA, as Vice President from 1997 to 2008.
Mr. Gardella received his Masters Business Admin degree from the University of Notre Dame and undergraduate degree from Shippensburg University of Pennsylvania.
Lee A. Gardella active positions
Companies | Position | Start |
---|---|---|
Schroder Adveq Management AG
Schroder Adveq Management AG Investment ManagersFinance Schroder Adveq Management AG (Schroder Adveq Management) is a private equity subsidiary of Schroders Plc. The firm was founded by Bruno Raschle in 1997 and is headquartered in Zurich, Switzerland. | Private Equity Analyst | 2006-12-31 |
Former positions of Lee A. Gardella
Companies | Position | End |
---|---|---|
Excelsior Private Equity Fund II, Inc. | Corporate Officer/Principal | 2008-03-05 |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Portfolio Manager-Equities | 2008-01-30 |
Pilot Software, Inc. /Old/ | Director/Board Member | 2007-02-19 |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Portfolio Manager-Equities | - |
MarketFirst Software, Inc.
MarketFirst Software, Inc. Information Technology ServicesTechnology Services MarketFirst, a privately held company headquartered in Mountain View, California with regional offices throughout North America and Europe, is a provider of marketing automation solutions, which enable the creation and seamless integration of interactive marketing campaigns with traditional offline marketing channels | Corporate Officer/Principal | - |
Training of Lee A. Gardella
University of Notre Dame | Masters Business Admin |
Shippensburg University of Pennsylvania | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 9 |
---|---|
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
Excelsior Private Equity Fund II, Inc. | Finance |
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 |
National Steel Corp.
National Steel Corp. SteelNon-Energy Minerals National Steel Corp. produces, manufactures and sells integrated steel and flat rolled carbon steel products, including hot-rolled, cold-rolled, galvanized, tin and chrome plated steels. The company primarily sells its products to the automotive and construction industry. The company was founded in 1941 and is headquartered in Mishawaka, IN. | Non-Energy Minerals |
Pilot Software, Inc. /Old/ | Technology Services |
Captura Software, Inc.
Captura Software, Inc. Information Technology ServicesTechnology Services Captura Software Inc. was one of the leading provider of corporate expense management solutions that streamlines travel and entertainment expense reports and vendor payments. The company was located in Kirkland, WA. | Technology Services |
MarketFirst Software, Inc.
MarketFirst Software, Inc. Information Technology ServicesTechnology Services MarketFirst, a privately held company headquartered in Mountain View, California with regional offices throughout North America and Europe, is a provider of marketing automation solutions, which enable the creation and seamless integration of interactive marketing campaigns with traditional offline marketing channels | Technology Services |
Bank of America, NA (Private Banking)
Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America, NA (Private Banking) (Bank of America-PB) is the private banking arm of Bank of America, NA, which is a subsidiary of Bank of America Corp. (NYSE: BAC). Headquartered in New York City, the firm was founded in 1947 and is also known as US Trust, Bank of America Private Wealth Management. Bank of America-PB serves the needs of high net-worth and ultra-high net-worth individuals and families by providing comprehensive wealth management products and services that focuses on wealth structuring (wealth planning, trusts and estates, philanthropy, custody services), investment management (portfolio consulting, asset management, capital markets, specialty asset management) and credit and banking (financial management tools, liquidity services, custom credit, real estate finance). | Finance |
Schroder Adveq Management AG
Schroder Adveq Management AG Investment ManagersFinance Schroder Adveq Management AG (Schroder Adveq Management) is a private equity subsidiary of Schroders Plc. The firm was founded by Bruno Raschle in 1997 and is headquartered in Zurich, Switzerland. | Finance |
- Stock Market
- Insiders
- Lee A. Gardella