Sarah Henze
Portfolio Manager-Equities at Lee Financial Co. LLC
Active connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Jason Romph | M | - |
Lee Financial Co. LLC
 Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 13 years |
| Richie Lee | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 49 years |
| Shirley Ogden | F | 76 |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 31 years |
| Patricia Gamez Stoll | F | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 8 years |
| Dan Peters | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 15 years |
| Doug Jones | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 18 years |
| Danny Boyce | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 25 years |
| Eric Smith | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 13 years |
| Da Hsuan Feng | M | - |
The University of Texas at Austin
| 24 years |
| Marco Andres Rodriguez | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 2 years |
| Larry R. Faulkner | M | 78 |
The University of Texas at Austin
| 26 years |
| Jacob Odom | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 7 years |
| Jay Hartzell | M | 54 |
The University of Texas at Austin
| 23 years |
Connections Chart
Multi-company connection
Former connections
| Name | Gender | Age | Linked companies | Collaboration |
|---|---|---|---|---|
| Phillip C. Zerrillo | M | 65 |
The University of Texas at Austin
| 5 years |
| Tan Nuchkasem | M | - |
The University of Texas at Austin
| - |
| Christopher G. Carter | M | 45 |
The University of Texas at Austin
| 5 years |
| Jeff Baker | M | - |
The University of Texas at Austin
| 7 years |
| James Pai | M | - |
The University of Texas at Austin
| 5 years |
| Jonathan Pearce | M | - |
The University of Texas at Austin
| 5 years |
| Ashley Baum | F | - |
The University of Texas at Austin
| 5 years |
| Christina E. Woods | F | 47 |
The University of Texas at Austin
| 7 years |
| Rachel Foley | F | - |
The University of Texas at Austin
| 4 years |
| Ross A. Langley | M | - |
The University of Texas at Austin
| 5 years |
| Aaron Rosenthal | M | - |
The University of Texas at Austin
| 5 years |
| Charles J. Collins | M | 47 |
The University of Texas at Austin
| 3 years |
| Bart David Dillashaw | M | - |
The University of Texas at Austin
| 8 years |
| Mohammed Hoque | M | 46 |
The University of Texas at Austin
| 5 years |
| Kenley Steeg | M | - |
The University of Texas at Austin
| 7 years |
| Amr Abdul Rahman Taiba | M | - |
The University of Texas at Austin
| 4 years |
| Prem Nainani | M | - |
The University of Texas at Austin
| 6 years |
| Alan T. Hsu | M | - |
The University of Texas at Austin
| 5 years |
| Jon Rowan | M | - |
Baylor University
| 6 years |
| Zhang Xi Lin | M | 73 |
The University of Texas at Austin
| 4 years |
| Matt Rosenberg | M | - |
The University of Texas at Austin
| 4 years |
| Marvin Kwan | M | - |
The University of Texas at Austin
| 5 years |
| Nancy Dana Champion | F | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | - |
| Nancy Markelz Gatens | F | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | - |
| Kirby Don Jacobson | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 11 years |
| Mark Wendall Whidby | M | - |
Lee Financial Co. LLC
Lee Financial Co. LLC Investment ManagersFinance Lee Financial Corp. (LFC) is a SEC-registered investment advisor headquartered in Dallas, Texas. The firm was founded by Richard R. Lee in 1975 and they are a subsidiary of LFC Holding Co. LFC offers personalized financial planning and investment management services to individuals and high net-worth individuals, trusts, estates, charitable organizations, private equity, 401(k) and defined benefit plans (investment selections only), and corporations or other business entities. | 6 years |
| Jacky Lo | M | 47 |
The University of Texas at Austin
| 5 years |
| Chase Robison | M | - |
The University of Texas at Austin
| 10 years |
| Mauricio Ortiz | M | 44 |
The University of Texas at Austin
| 1 years |
| Rafael A. Colorado | M | 46 |
The University of Texas at Austin
| 5 years |
| James Wang | M | - |
The University of Texas at Austin
| 5 years |
| Megan Light | F | - |
The University of Texas at Austin
| 5 years |
| Cathy Ritter | F | - |
The University of Texas at Austin
| 6 years |
| SHORT REBECCA | F | - |
The University of Texas at Austin
| 4 years |
| Kelley Curtin | F | - |
The University of Texas at Austin
| 5 years |
| Edward Earle | M | 51 |
The University of Texas at Austin
| 3 years |
| Jonathan P. Shiffer | M | - |
The University of Texas at Austin
| 2 years |
| Marco Gamboa | M | - |
The University of Texas at Austin
| 6 years |
| Shayne McGuire | M | - |
The University of Texas at Austin
| 4 years |
| Darren Leete Myers | M | - |
The University of Texas at Austin
| 7 years |
| Scott Bigham | M | - |
The University of Texas at Austin
| 4 years |
| Desiree Dolezal | F | - |
The University of Texas at Austin
| 4 years |
| Chad Mabry | M | - |
The University of Texas at Austin
| 5 years |
| Pascal A. Villiger | M | - |
The University of Texas at Austin
| 2 years |
| Michael Ian Mellon | M | - |
The University of Texas at Austin
| 5 years |
| Wesley Gallup | M | - |
The University of Texas at Austin
| 6 years |
| Aruna Viswanathan | F | 53 |
The University of Texas at Austin
| 9 years |
| Shane Litts | M | - |
The University of Texas at Austin
| 8 years |
| Richard Ellman | M | 53 |
The University of Texas at Austin
| 3 years |
| David Rosenberg | M | - |
The University of Texas at Austin
| 5 years |
| Will Zapalac | M | - |
The University of Texas at Austin
| 8 years |
| Denny L. Galindo | M | - |
The University of Texas at Austin
| 4 years |
| Shari Ledbetter | F | - |
The University of Texas at Austin
| 5 years |
| Paul Lee | M | - |
The University of Texas at Austin
| 4 years |
| Philip Riley | M | 49 |
The University of Texas at Austin
| 4 years |
| Jake Balzer | M | - |
The University of Texas at Austin
| 4 years |
| David Habachy | M | 48 |
The University of Texas at Austin
| 4 years |
| Jason Patrick Lincoln | M | - |
The University of Texas at Austin
| 4 years |
| Abby Payne | F | - |
The University of Texas at Austin
| 4 years |
| John Croix | M | - |
The University of Texas at Austin
| 3 years |
| Christopher James Eiting | M | - |
The University of Texas at Austin
| 3 years |
| Eivind Olsen | M | - |
The University of Texas at Austin
| 2 years |
| Ryan Taylor | M | 47 |
The University of Texas at Austin
| 4 years |
| Reginald Hargrove | M | - |
The University of Texas at Austin
| 4 years |
| Reid Callaway | M | - |
The University of Texas at Austin
| 4 years |
| Chrisman S Jackson | M | - |
The University of Texas at Austin
| 5 years |
| Phillip D. Peterson | M | 54 |
The University of Texas at Austin
| 3 years |
| Brad Johl | M | - |
The University of Texas at Austin
| 4 years |
| Gary Tu | M | - |
The University of Texas at Austin
| - |
| Andrew C. Hunter | M | - |
The University of Texas at Austin
| 4 years |
| Michael V. Metcalf | M | - |
The University of Texas at Austin
| 4 years |
| Josefine Teneback Cays | F | - |
The University of Texas at Austin
| 2 years |
| Scott Bartlett Reasor | M | - |
The University of Texas at Austin
| 4 years |
| Shannon Eisentrager | F | - |
The University of Texas at Austin
| 3 years |
| Jordan Davis Mathews | M | - |
The University of Texas at Austin
| 4 years |
| Leigh Farris | F | - |
The University of Texas at Austin
| 4 years |
| Jennifer Wenzel | F | - |
The University of Texas at Austin
| 4 years |
| Tom J. N. Verhagen | M | - |
The University of Texas at Austin
| 2 years |
| Sebastian Barriga | M | - |
The University of Texas at Austin
| 5 years |
| Dharmesh Thakker | M | - |
The University of Texas at Austin
| 4 years |
| Jeremiah B. Shepard | M | - |
The University of Texas at Austin
| 6 years |
| John Garcia | M | - |
The University of Texas at Austin
| 4 years |
| Tony Rogers | M | - |
The University of Texas at Austin
| 2 years |
| Callie C. Musselman | F | - |
The University of Texas at Austin
| 4 years |
| Amanda Macedo | F | - |
The University of Texas at Austin
| 4 years |
| Roz Sweeney | M | - |
The University of Texas at Austin
| 5 years |
| Grant W. Livesay | M | 43 |
The University of Texas at Austin
| 4 years |
Statistics
| Country | Connections | % of total |
|---|---|---|
| United States | 100 | 100.00% |
Age of Connections
Active
Past
Male
Female
Members of the board
Executives
Origin of connections
- Stock Market
- Insiders
- Sarah Henze
- Personal Network
