Profile
Mr. Bryan K.
Lee is a President & Chief Compliance Officer at Strategic Financial Planning, Inc. (Texas).
He began his financial career with Fidelity Investments in 1993.
He received his BBA degree in Finance from the University of North Texas and an MBA from the University of North Texas.
Bryan Keith Lee active positions
| Companies | Position | Start |
|---|---|---|
Strategic Financial Planning, Inc. (Texas)
Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance SFP uses primarily indexed investments that are predominantly passive investments, in contrast to active investments that try to beat the market but often fail. Management is based on Modern Portfolio Theory to develop efficient, diversified portfolios, a strategy that won the Nobel Prize in Economics in 1990. | Chief Executive Officer | 01/08/1999 |
Training of Bryan Keith Lee
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Inactive
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Linked companies
| Private companies | 2 |
|---|---|
University of North Texas
University of North Texas Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Strategic Financial Planning, Inc. (Texas)
Strategic Financial Planning, Inc. (Texas) Investment ManagersFinance SFP uses primarily indexed investments that are predominantly passive investments, in contrast to active investments that try to beat the market but often fail. Management is based on Modern Portfolio Theory to develop efficient, diversified portfolios, a strategy that won the Nobel Prize in Economics in 1990. | Finance |
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