![Scott W. Lee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profile
Mr. Lee was previously with the Welch Group.
Prior to joining The Welch Group in 1999, he was a Research Analyst for one of the nation's largest asset management firms specializing in no-load funds, Markman Capital Management.
He was also instrumental at that firm in creating one of the first 'fund-of-funds' mutual funds in the country.
Mr. Lee earned a BS, with high distinction, from the University of North Dakota; an MS, with highest distinction, from the University of Minnesota; and an MBA from the University of Minnesota (St. Thomas.)
Mr. Lee has been widely quoted on investment topics in both the local and national press, including The Wall Street Journal, Barron's, Morningstar, Business Week, Money, Kiplinger's, Investment Advisor, Smart Money, Investor's Business Daily, Mutual Funds magazine, Birmingham Business Journal, and Ignites.
He also previously co-hosted a regional radio show with Stewart H.
Welch, III.
Mr. Lee has served on several institutional advisory boards for various respected mutual fund and asset management firms around the country.
He also serves as a director and the Chief Investment Officer for one of the larger private family foundations in the nation.
Former positions of Scott W. Lee
| Companies | Position | End |
|---|---|---|
Wade Financial Group, Inc.
 Wade Financial Group, Inc. Investment ManagersFinance Wade Financial Group tends to invest in the stocks of US and European companies in the finance, consumer non-durables, healthcare technology and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies | Portfolio Manager-Equities | 30/04/2010 |
The Welch Group LLC
 The Welch Group LLC Investment ManagersFinance The Welch Group utilizes a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes, and retirement needs. Recommendations are based on the client’s needs, specific circumstances and goals. The firm's investment philosophy and process are designed by The Welch Group’s Investment Committee. | Director of Research - Fxd Inc | 31/07/2009 |
Training of Scott W. Lee
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
2
1st degree connections
4
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
The Welch Group LLC
The Welch Group LLC Investment ManagersFinance The Welch Group utilizes a team approach in analyzing and planning a client’s investment portfolio, estate plan, cash flow, income taxes, and retirement needs. Recommendations are based on the client’s needs, specific circumstances and goals. The firm's investment philosophy and process are designed by The Welch Group’s Investment Committee. | Finance |
University of Minnesota
 University of Minnesota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
University of North Dakota
 University of North Dakota Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Wade Financial Group, Inc.
Wade Financial Group, Inc. Investment ManagersFinance Wade Financial Group tends to invest in the stocks of US and European companies in the finance, consumer non-durables, healthcare technology and energy minerals sectors. The firm invests across all market-caps, with emphasis on the stocks of large-cap companies | Finance |
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