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- Education University of Utah
- Qualifications BS Economics
- Date of Birth May 15, 1980
- Job Title CIO
- Industry Financial Services
- Investment Experience 5 years
Ryan Lee
Individual Investor
Ryan teaches private investment clinics and is CIO of Brightwork Fund.
Investment style
I spend hours everyday reading. I read multiple newspapers, I always have 2 or 3 books I am working through and I comb through various investment databases like valueline. After I have identified a company and developed an investment rational I will speak with other successful investors that I know. I very much enjoy the hunt.
How I got started
While working on my B.S. in Economics I took a few finance classes which were the impetus for a total obsession with investing.
Personal Interests
Skiing, Playing Jazz/Blues Guitar, Drawing/Painting, Fitness, Golf, Entrepreneurship, Gardening.
Important info
Performance of the model manager’s account is calculated by Covestor on a daily time-weighted basis, including cash and broker commissions. More
Personal Track Record returns are calculated by Covestor on a daily time-weighted basis of equity positions in the account provided by the member. More
Past performance is no guarantee of future results. Month to Date returns & Since Inception returns are revised daily. All other returns (month, 3 month, year to date, et al) are calculated as of the most recent month end date.
The subscription minimum is the minimum subscription required to follow a particular model. The minimum amount is determined by Covestor, based on the characteristics of the underlying model. It should not be considered as specific investment advice for your investment situation.