Jeffrey Eric Ramsey

Chief Compliance Officer, Chief Operating Officer at Howard Financial Services Ltd.

Jeffrey Eric Ramsey

Jeffrey Eric Ramsey

Chief Compliance Officer, Chief Operating Officer at Howard Financial Services Ltd.

Overview
Career Highlights

Howard Financial Services Ltd.
Lee Financial Co. LLC

RelSci Relationships

62

Relationships
RelSci Relationships are individuals Jeffrey Eric Ramsey likely has professional access to. A relationship does not necessarily indicate a personal connection.

Head of Public Markets Investments at Howard Financial Services Ltd.

Relationship likelihood: Strong

Chief Executive Officer & Founder at Lee Financial Co. LLC

Relationship likelihood: Strong

Limited Partner at Howard Financial Services Ltd.

Relationship likelihood: Strong

Director of Portfolio Management at Lee Financial Co. LLC

Relationship likelihood: Strong

Director of Investments at Lee Financial Co. LLC

Relationship likelihood: Strong

Director of Investments at Howard Financial Services Ltd.

Relationship likelihood: Strong

Director of Portfolio Management at Lee Financial Co. LLC

Relationship likelihood: Strong

President at Lee Financial Co. LLC

Relationship likelihood: Strong

Chief Investment Officer at Lee Financial Co. LLC

Relationship likelihood: Strong

Controller at Lee Financial Co. LLC

Relationship likelihood: Strong

Paths to Jeffrey Eric Ramsey
Potential Connections via
Relationship Science
You
Jeffrey Eric Ramsey
Chief Compliance Officer, Chief Operating Officer at Howard Financial Services Ltd.
Career History
Chief Compliance Officer, Chief Operating Officer
2017 - Current

HFS’ security analysis methods may include fundamental analysis; technical analysis; statistical analysis; comparative analysis; macro analysis; and other quantitative and qualitative methods. Their main sources of information for analysis include: financial publications, research materials prepared by others, peer networks, corporate rating services, annual reports, prospectuses, SEC filings, company press releases and third party data vendors. The firm’s primary investment strategy is strategic asset allocation of equity, fixed income and alternative investments.

Chief Compliance Officer, Chief Operations Officer
2013 - ?

LFC’s investment approach is based in their belief that investment decisions should carefully weigh the opportunity for growth and income against the possibility of risk. The firm allocates clients’ portfolios to meet client’s unique needs for liquidity (cash), stability, current income, long-term growth, tax efficiencies (as appropriate), and risk tolerance. They continually scan the market for opportunities in both public and private sectors. LFC has an Investment Committee (IC) chaired by their Chief Investment Officer (CIO) that provides oversight and ensures consistency in overall investment strategy.

Other Affiliations

Jeffrey Eric Ramsey is affiliated with Howard Financial Services Ltd., Lee Financial Co. LLC

This web site is not endorsed by, directly affiliated with, maintained, authorized, or sponsored by Jeffrey Eric Ramsey. The use of any trade name or trademark is for identification and reference purposes only and does not imply any association with the trademark holder. The Presence of Jeffrey Eric Ramsey's profile does not indicate a business or promotional relationship of any kind between RelSci and Jeffrey Eric Ramsey.