Michael Lee

Comptroller/Controller/Auditor at REALTY INCOME CORPORATION

Finance

Commercial Services

Consumer Services

Profile

Mr. Michael Lee, CFA, is a General Partner & Chief Investment Officer at Carl Marks Management Co. LLC and a Tax Director & Vice President at Realty Income Corp.
He joined Carl Marks Management in 2012.
Prior to joining Carl Marks Management, Mr. Lee was a vice president at Whippoorwill Associates, an alternative asset manager focused on middle market credit.
Mr. Lee began his career at KPMG as a forensic accounting associate.
Following KPMG, he joined Citigroup as an analyst in the Global Portfolio Management group, where he helped to manage a corporate loan portfolio for companies in the consumer and healthcare industries.
He received a BA in Business-Economics from the University of California, Los Angeles and is a CFA charterholder.

Michael Lee active positions

Companies	Position	Start
REALTY INCOME CORPORATION	Comptroller/Controller/Auditor	-
Carl Marks Management Co. LLC Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities.	Chief Investment Officer	-

All active positions of Michael Lee

Former positions of Michael Lee

Companies	Position	End
American Healthcare Investors LLC American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate	Comptroller/Controller/Auditor	-
KPMG, Inc. KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services	Corporate Officer/Principal	-
Citigroup Capital Markets, Inc. Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services	Corporate Officer/Principal	-
Whippoorwill Associates, Inc. Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies.	Portfolio Manager-Equities	31/12/2010

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Linked companies

Private companies	7
Realty Income Corp. Realty Income Corp. Real Estate Investment TrustsFinance Operates as a real estate investment trust which invests in retail and commercial properties	Finance
Carl Marks Management Co. LLC Carl Marks Management Co. LLC Investment ManagersFinance CMMC seeks to realize long term capital appreciation by acquiring the senior debt instruments of companies in financial distress or that require financial restructuring. The firm utilizes fundamental, technical and cyclical analysis to identify investment opportunities.	Finance
Whippoorwill Associates, Inc. Whippoorwill Associates, Inc. Investment ManagersFinance Whippoorwill invests primarily in the securities and obligations of companies that are experiencing operational and/or financial distress, anticipating a turnaround, or are undervalued due to discrete extraordinary events. They identify investment opportunities using fundamental (bottom-up) research, legal analysis and due diligence, including, when appropriate, discussions with management, competitors, suppliers and customers. The firm has a historical bias towards investing in small-cap and middle-market companies.	Finance
KPMG, Inc. KPMG, Inc. Miscellaneous Commercial ServicesCommercial Services Provides audit and accounting services	Commercial Services
University of California, Los Angeles University of California, Los Angeles Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Citigroup Capital Markets, Inc. Citigroup Capital Markets, Inc. Investment ManagersFinance Provides financial advisory services	Finance
American Healthcare Investors LLC American Healthcare Investors LLC Financial ConglomeratesFinance Acquires and manages healthcare-related real estate	Finance