Frank P. Lee

Founder at Cypress Asset Management, Inc.

66 year

Finance

Consumer Services

Profile

Mr. Frank P.
Lee, CFA, is Chief Operating Officer & Portfolio Manager at Cypress Asset Management, Inc. He has over 25 years investment experience Prior to co-founding Cypress, he has over a decade of research and portfolio management experience with Fayez Sarofim & Co. Mr. Lee received a BBA in History from Dartmouth College and MBA in Finance from University of Texas, Austin.

Frank P. Lee active positions

Companies	Position	Start
Cypress Asset Management, Inc. Cypress Asset Management, Inc. Investment ManagersFinance Cypress Asset Management, Inc. (Cypress) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Will Garwood and Frank Lee in 1996. Cypress provides investment management services to individuals, foundations, and endowments.	Founder	1995-12-31

All active positions of Frank P. Lee

Former positions of Frank P. Lee

Companies	Position	End
Fayez Sarofim & Co. Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals.	Portfolio Manager-Equities	-

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Training of Frank P. Lee

The University of Texas at Austin	Masters Business Admin
Dartmouth College	Undergraduate Degree

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

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Connections

100 +

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

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Linked companies

Private companies	2
Cypress Asset Management, Inc. Cypress Asset Management, Inc. Investment ManagersFinance Cypress Asset Management, Inc. (Cypress) is an independent, SEC-registered investment advisor and wealth management firm headquartered in Houston, Texas. The firm was founded by Will Garwood and Frank Lee in 1996. Cypress provides investment management services to individuals, foundations, and endowments.	Finance
Fayez Sarofim & Co. Fayez Sarofim & Co. Investment ManagersFinance Fayez Sarofim & Co. (FSC) is a SEC-registered investment advisor headquartered in Houston, Texas. The firm was founded by Fayez Sarofim in 1958 and is a wholly-owned subsidiary of The Sarofim Group, Inc. FSC manages investment portfolios for a wide range of clients which includes pension plans, foundations, endowments and individuals.	Finance