Brian K. Lee

Director of Institutional Marketing & Client Service Principal at Oberweis Asset Management, Inc.

Brian K. Lee

Brian K. Lee

Director of Institutional Marketing & Client Service Principal at Oberweis Asset Management, Inc.

Biography

Brian joined Oberweis Asset Management, Inc. in April 2002 to establish and lead the firm's institutional marketing and client service efforts. Brian earned an MBA and a BA in Finance from Loyola Marymount University. Previously, he served as a Director of Marketing for Delaware Investments/Lincoln Financial Distributors. Prior to that, he worked for Wilshire Associates in both marketing and client service roles.

Overview

RelSci Relationships

32

Relationships

View Relationship Details

RelSci Relationships are individuals Brian K. Lee likely has professional access to. A relationship does not necessarily indicate a personal connection.

James Walter Oberweis

Chief Investment Officer at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

Ralf A. Scherschmidt

Lead Portfolio Manager for the International Opportunities Strategy & Principal at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

James E. Chartrand

Director of Trading Principal at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

Pat Brian Joyce

Chief Compliance Officer, Director, Chief Financial Officer, Executive Vice President & Secretary at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

Kenneth S. Farsalas

Director of US Equities, Portfolio Manager & Principal at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

John Collins

National Key Accounts Director, Advisor Sales at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

Yanru Hsu

Founding Member at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

Patrick B. Joyce

Principal at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

David Isidarus Covas

Principal at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

Jeff Nicholas Papp

Assistant Portfolio Manager Principal at Oberweis Asset Management, Inc.

Relationship likelihood: Strong

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Brian K. Lee

Director of Institutional Marketing & Client Service Principal at Oberweis Asset Management, Inc.

Education

Loyola Marymount University

Founded in 1911, LMU is a premier Catholic university rooted in the Jesuit and Marymount traditions. Our enrollment includes 6,087 undergraduate, 2,220 graduate and 1,236 law school students. Our 142-acre bluff-top campus is located in West Los Angeles and is among the nation's most beautiful and green campuses.

Career History

Director of Institutional Marketing & Client Service Principal

2002 - Current

Oberweis Asset Management, Inc.

Oberweis Asset Management is a bottom-up, active manager that searches for what they believe are superior fundamental, growth, and valuation characteristics in small- and mid-cap equities globally. Oberweis focuses on identifying undervalued companies with earnings power the firm believes is significantly higher than market expectations. Oberweis offers the following growth-oriented investment strategies: Micro-Cap Growth, Small-Cap Opportunities, International Opportunities, Global Small-Cap, and China Opportunities.The Oberweis family of funds is comprised of six funds: Oberweis Micro-Cap Fund, Oberweis Small-Cap Opportunities Fund, Oberweis Emerging Growth Fund, Oberweis China Opportunities Fund, Oberweis International Opportunities Fund, and Oberweis International Opportunities Institutional Fund).

Professional

Prior

Wilshire Associates, Inc.

Wilshire Associates offers consulting services and analytical products and manages fund of funds investment vehicles for a global client base.

Other Affiliations

Brian K. Lee is affiliated with Oberweis Asset Management, Inc., Wilshire Associates, Inc.

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Browse in-depth profiles on 12 million influential people and organizations. Find RelSci relationships, employment history, board memberships, donations, awards, and more.

Explore notable alumni from top universities and organizations. Expand your fundraising pool and make warm introductions to potential new business connections.

Harness the power of your relationships with RelSci Pro, the powerful platform for identifying relationship-driven business opportunities and connections that can propel your career forward.

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