Profile
Mr. Daniel Lee, CFA MBA, is Vice President & Research Analyst at Loomis, Sayles & Co. LP.
Prior to Loomis Sayles in April 2010, Mr. Lee was a research analyst for Washington Corner Capital Management analyzing high yield, distressed and special situations investments.
He has also worked in private equity, banking and investment research, including research associate positions with Credit Suisse and Morgan Stanley.
Mr. Lee earned a BA from the University of Michigan and an MBA from Columbia Business School.
He also holds CFA designation.
Former positions of Daniel Lee
Companies | Position | End |
---|---|---|
Washington Corner Capital Management LP
Washington Corner Capital Management LP Investment ManagersFinance Founded in 2007 by Ed Banks, Matthew Swopes and a team of former W.R. Huff Asset Management employees, Washington Corner Capital Management LP is a hedge fund manager located in Florham Park, New Jersey. They manage the Washington Corner Distressed Opportunity Fund LP and the Flexible Credit Fund. | Analyst-Equity | 2009-12-30 |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Analyst-Equity | 2008-09-29 |
The Sumitomo Trust & Banking Co. (USA) Ltd.
The Sumitomo Trust & Banking Co. (USA) Ltd. Investment ManagersFinance Part of Sumitomo Mitsui Trust Holdings, Inc., The Sumitomo Trust & Banking Co. (USA) Ltd. provides investment advice services. The company is based in New York, NY. | Corporate Officer/Principal | - |
Credit Suisse First Boston LLC
Credit Suisse First Boston LLC Investment Banks/BrokersFinance Credit Suisse First Boston LLC provides global investment banking services in the United States. It provides private banking and financial advisory services and banking products. Its businesses include securities underwriting, sales & trading, investment banking, private equity, alternative assets, financial advisory services, investment research and asset management. It is headquartered in New York, NY. | Corporate Officer/Principal | - |
Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Analyst-Equity | - |
Training of Daniel Lee
The Trustees of Columbia University in The City of New York | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
Private companies | 7 |
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Loomis, Sayles & Co. LP
Loomis, Sayles & Co. LP Investment ManagersFinance Loomis, Sayles & Co. LP (Loomis Sayles) is a SEC-registered investment adviser headquartered in Boston, Massachusetts. The firm was founded by Robert H. Loomis and Ralph T. Sayles in 1926. They are a direct subsidiary of Natixis Investment Managers LLC, ultimately owned by BPCE SA in France. Loomis Sayles provides investment advisory or sub advisory services to institutional clients through separate account management services. In addition, the firm provides investment advisory or sub-advised services to various investment funds. | Finance |
Credit Suisse First Boston LLC
Credit Suisse First Boston LLC Investment Banks/BrokersFinance Credit Suisse First Boston LLC provides global investment banking services in the United States. It provides private banking and financial advisory services and banking products. Its businesses include securities underwriting, sales & trading, investment banking, private equity, alternative assets, financial advisory services, investment research and asset management. It is headquartered in New York, NY. | Finance |
Morgan Stanley & Co. LLC
Morgan Stanley & Co. LLC Investment Banks/BrokersFinance Morgan Stanley & Co. LLC is a registered broker-dealer subsidiary of Morgan Stanley Domestic Holdings, Inc., ultimately owned by Morgan Stanley (NYSE: MS) in the US. Headquartered in New York City, the firm was founded in 1987 and provides debt and equity services including underwriting, M&A advice, securities dealing and brokerage and trade execution. Their client base ranges from large global institutional investors to hedge funds at the cutting edge of innovation in the industry. | Finance |
Union Capital Associates LP
Union Capital Associates LP Investment ManagersFinance Union Capital Associates LP (Union Capital) is a private equity firm founded in 1968 by James C. Marlas. The firm is headquartered in Greenwich, Connecticut. | Finance |
The Sumitomo Trust & Banking Co. (USA) Ltd.
The Sumitomo Trust & Banking Co. (USA) Ltd. Investment ManagersFinance Part of Sumitomo Mitsui Trust Holdings, Inc., The Sumitomo Trust & Banking Co. (USA) Ltd. provides investment advice services. The company is based in New York, NY. | Finance |
Washington Corner Capital Management LP
Washington Corner Capital Management LP Investment ManagersFinance Founded in 2007 by Ed Banks, Matthew Swopes and a team of former W.R. Huff Asset Management employees, Washington Corner Capital Management LP is a hedge fund manager located in Florham Park, New Jersey. They manage the Washington Corner Distressed Opportunity Fund LP and the Flexible Credit Fund. | Finance |
Orange Capital LLC
Orange Capital LLC Investment ManagersFinance Founded in 2005 by Daniel Lewis, Orange Capital LLC is a registered investment advisor and hedge fund manager headquartered in Manhasset, New York City. The firm serves as a discretionary investment adviser to private investment funds that are currently offered only to high net-worth, financially sophisticated institutional and individual investors. | Finance |
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