Dan Peters

Portfolio Manager-Equities at

Lee Financial Co. LLC

Consumer Services

Finance

Profile

Mr. Daniel S.
Peters is a Director of Portfolio Management & Partner at Lee Financial Co. LLC.
He joined the firm in 2009 and has over 33 years of experience in the financial services industry.
He began his career as a municipal bond trader and underwriter with The Ohio Company, a regional brokerage firm, and later held roles at Morgan Stanley, Bank One, and J.P.
Morgan.
Throughout his career, Mr. Peters has worked with institutional and individual clients, advising on all facets of investment strategy.
His primary client segments include entrepreneurs, retirees, physicians, and real estate professionals.
He earned his undergraduate degree in Business from the University of Missouri–Columbia and his MBA from Otterbein University.

Dan Peters active positions

Companies	Position	Start
Lee Financial Co. LLC Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy.	Portfolio Manager-Equities	01/07/2009

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Private companies	3
Lee Financial Co. LLC Lee Financial Co. LLC Investment ManagersFinance LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy.	Finance
University of Missouri University of Missouri Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Otterbein College Otterbein College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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