Harold Lee

Private Equity Investor at

Healthquest Capital Management Co LLC

Finance

Consumer Services

Energy Minerals

Profile

Harold joined HealthQuest in 2017 as Vice-President of Finance with over 20 years of finance and accounting experience.
Harold began his career as a CPA at Deloitte in San Francisco and has also worked at ExxonMobil Corporation, Wells Fargo and AlixPartners specializing in operational and financial due diligence, litigation consulting and forensic accounting services.
Most recently, Harold served as the CFO of a privately held residential mortgage lending and loan servicing company.
Harold holds a Bachelor of Science in Accounting from the University of San Francisco and a Master of Science in Electronic Commerce from the Carnegie Mellon Tepper School of Business and Carnegie Mellon School of Computer Science.
He lives in the San Francisco Bay Area with his wife and two young children.

Harold Lee active positions

Companies	Position	Start
Healthquest Capital Management Co LLC Healthquest Capital Management Co LLC Investment ManagersFinance HealthQuest Capital invests in companies located in the United States. The firm focuses on services, healthcare IT, medical devices, diagnostics and pharma services. It participates in growth stage transactions with an investment size of USD 20 - 100 million. The firm also makes co-investments and acts as a lead investor.	Private Equity Investor	01/06/2017

All active positions of Harold Lee

Former positions of Harold Lee

Companies	Position	End
Acuta Capital Partners LLC Acuta Capital Partners LLC Investment ManagersFinance Acuta invests in companies that seek to improve the health and well-being of individuals through research and innovation. The firm’s fundamental investment philosophy is summarized by a few tenets: bottom-up analysis, absolute-value oriented investing, and a willingness to take a long-term perspective in a very short-term oriented market.	Private Equity Investor	01/12/2019
RPM Mortgage, Inc. RPM Mortgage, Inc. Regional BanksFinance Provides residential mortgage lending services	Director of Finance/CFO	01/06/2017
AlixPartners LLP AlixPartners LLP Miscellaneous Commercial ServicesCommercial Services Provides business consulting services	Director/Board Member	01/08/2010
WELLS FARGO & COMPANY	Private Equity Analyst	01/01/2005
Exxon Mobil Corp. Exxon Mobil Corp. Integrated OilEnergy Minerals Explores, develops and distributes crude oil, natural gas and petroleum products	Private Equity Analyst	01/01/2004

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Training of Harold Lee

Experiences
Positions held

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Private companies

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Linked companies

Private companies	8
Wells Fargo & Co. Wells Fargo & Co. Major BanksFinance Operates as a bank holding company whose subsidiaries provides consumer, commercial, corporate, investment banking and wealth management services	Finance
Carnegie Mellon University Carnegie Mellon University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Exxon Mobil Corp. Exxon Mobil Corp. Integrated OilEnergy Minerals Explores, develops and distributes crude oil, natural gas and petroleum products	Energy Minerals
AlixPartners LLP AlixPartners LLP Miscellaneous Commercial ServicesCommercial Services Provides business consulting services	Commercial Services
University of San Francisco University of San Francisco Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
RPM Mortgage, Inc. RPM Mortgage, Inc. Regional BanksFinance Provides residential mortgage lending services	Finance
Acuta Capital Partners LLC Acuta Capital Partners LLC Investment ManagersFinance Acuta invests in companies that seek to improve the health and well-being of individuals through research and innovation. The firm’s fundamental investment philosophy is summarized by a few tenets: bottom-up analysis, absolute-value oriented investing, and a willingness to take a long-term perspective in a very short-term oriented market.	Finance
Healthquest Capital Management Co LLC Healthquest Capital Management Co LLC Investment ManagersFinance HealthQuest Capital invests in companies located in the United States. The firm focuses on services, healthcare IT, medical devices, diagnostics and pharma services. It participates in growth stage transactions with an investment size of USD 20 - 100 million. The firm also makes co-investments and acts as a lead investor.	Finance

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