Lee Gardella

Private Equity Analyst at

Schroder Adveq Management AG

Finance

Technology Services

Consumer Services

Profile

Lee A. Gardella is currently Head of Investment Risk & Monitoring at Schroder Adveq Management since 2007.
Former positions include Senior Vice President at Excelsior Private Equity Fund II, Inc. from 1998 to 2008; Vice President at United States Trust Co., NA from 1997 to 2008; Vice President at Bank of America, NA (Private Banking); Principal at Wilshire Advisors LLC, MarketFirst Software, Inc., Captura Software, Inc., and National Steel Corp.; and Director at Pilot Software, Inc. Education includes an MBA from the University of Notre Dame in 1990 and an undergraduate degree from Shippensburg University of Pennsylvania in 1989.

Lee Gardella active positions

Companies	Position	Start
Schroder Adveq Management AG Schroder Adveq Management AG Investment ManagersFinance Schroder Adveq Management invests in companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for real estate, infrastructure, private equity and private debt & credit alternatives investments and also makes direct or co-investments.	Private Equity Analyst	01/05/2007

All active positions of Lee Gardella

Former positions of Lee Gardella

Companies	Position	End
Excelsior Private Equity Fund II, Inc. Excelsior Private Equity Fund II, Inc. Investment ManagersFinance Private Equity Fund	Corporate Officer/Principal	06/03/2008
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Portfolio Manager-Equities	31/01/2008
Pilot Software, Inc. /Old/ Pilot Software, Inc. /Old/ Packaged SoftwareTechnology Services Develops Web-enabled decision support and business intelligence software	Director/Board Member	20/02/2007
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Portfolio Manager-Equities	-
MarketFirst Software, Inc. MarketFirst Software, Inc. Information Technology ServicesTechnology Services Provides e-marketing consulting and solutions	Corporate Officer/Principal	-

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Linked companies

Private companies	11
National Steel Corp. National Steel Corp. SteelNon-Energy Minerals Manufactures ferroalloy products	Non-Energy Minerals
Excelsior Private Equity Fund II, Inc. Excelsior Private Equity Fund II, Inc. Investment ManagersFinance Private Equity Fund	Finance
Wilshire Advisors LLC Wilshire Advisors LLC Investment ManagersFinance Wilshire aims to deliver better investment solutions that deliver impact and value for their clients. The firm takes a top-down, macro approach, providing portfolio construction for the client and hiring third-party managers to construct asset portfolios in line with Wilshire’s broad investment mandate.	Finance
MarketFirst Software, Inc. MarketFirst Software, Inc. Information Technology ServicesTechnology Services Provides e-marketing consulting and solutions	Technology Services
Captura Software, Inc. Captura Software, Inc. Information Technology ServicesTechnology Services Develops and provides software solutions for business management	Technology Services
University of Notre Dame University of Notre Dame Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Pilot Software, Inc. /Old/ Pilot Software, Inc. /Old/ Packaged SoftwareTechnology Services Develops Web-enabled decision support and business intelligence software	Technology Services
Shippensburg University of Pennsylvania Shippensburg University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Schroder Adveq Management AG Schroder Adveq Management AG Investment ManagersFinance Schroder Adveq Management invests in companies located across the globe. The firm targets companies operating across a broad range of sectors and industries. It provides financing for real estate, infrastructure, private equity and private debt & credit alternatives investments and also makes direct or co-investments.	Finance
Bank of America, NA (Private Banking) Bank of America, NA (Private Banking) Investment ManagersFinance Bank of America-PB offers investment strategies primarily involving fixed income securities and specialty asset classes. The firm employs an active approach to bond investing, seeking to take advantage of market volatility, sector rotation, and security selection.	Finance
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance