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This profile was last updated on 9/30/13  and contains information from public web pages.

Mr. Servio Lee

Wrong Servio Lee?

Business Manager and Sales Repres...

Molly Jewelry
 
Background

Employment History

Education

  • Bachelor of Science , Economics & Policy
    University of California , Berkeley
Web References
Tiburon Announces Upcoming Seventh Semi-Annual CEO Summit
www.tiburonadvisors.com, 15 Oct 2004 [cached]
Servio Lee (Research Manager, Tiburon Strategic Advisors)
Tiburon Announces New Office & Employees
www.tiburonadvisors.com, 22 Oct 2004 [cached]
New research managers Servio Lee, Jeff Nagy, and Yari Wajid will develop proprietary research content for Tiburon research reports and client projects.
...
Servio Lee Research Manager
Servio Lee joined Tiburon as a research manager in 2004. Mr. Lee brought with him a strong understanding of lending and financial analysis; he previously had experiences at Provident Funding as an underwriter and at SEACC as a business analyst.
At Tiburon, Mr. Lee's responsibilities include the publishing of research reports and conducting research on behalf of Tiburon clients.
...
Prior to joining Tiburon, Mr. Lee examined and analyzed loan applications and documentation for Provident Funding. Prior to that, Servio worked as a business analyst for SEACC, where he assisted start-up companies with loan applications, marketing & research development, and other business issues.
Mr. Lee received his Bachelor of Science in Economics & Policy from the University of California, Berkeley in 2002. Servio is a native of Burma and is now living in the San Francisco Bay area. Servio can be reached at SLee@TiburonAdvisors.Com or 415-789-2544.
Prior CEO Summits 2001-2003
www.tiburonadvisors.com, 1 Jan 2001 [cached]
Servio Lee (Research Manager, Tiburon Strategic Advisors)
...
In the wirehouses & regional brokerage firms session, Evan Cooper from On Wall Street & Bank Investment Consultant, Servio Lee from Tiburon Strategic Advisors, Barry Mendelson from Capital Market Consultants, and John Tyers from Bear Stearns addressed the continuing dominance of wirehouses and the rapid evolution of the brokerage industry.
...
Jeff Cusack from JP Morgan, Servio Lee from Tiburon Strategic Advisors, Chuck Robinson from Northwestern Mutual, and Gordon Turnbull from Wells Fargo Bank led the break-out session on banks & insurance companies.
...
In the fee-only financial advisors & independent reps break-out session, Derek Bruton from Merrill Lynch, Dennis Clark from Advisor Partners, Servio Lee from Tiburon Strategic Advisors, Mitch Vigeveno from Turning Point, and Yari Wajid from Tiburon Strategic Advisors led a stimulating discussion on the challenges and opportunities in this rapidly growing and increasingly competitive market.
...
Ward Harris from McHenry Consulting Group, Servio Lee from Tiburon Strategic Advisors, Peter Shannahan from Shannahan & Company, and Rick Tasker from the Zenith Group led a session devoted to the past and future of the rapidly changing 401K plans market.
Prior CEO Summits 2004-2005
www.tiburonadvisors.com, 1 Jan 2004 [cached]
Also in attendance for Tiburon CEO Summit VIII were Tiburon employees Banu Alkaya (Research Manager), Mynor Aragon (Research Manager), Scott Carlson (Research Manager), Kristen Colwell (Marketing Manager), David Dubin (Marketing Manager), Servio Lee (Research Manager), Matthew McGraw (Research Manager), Jeff Nagy (Research Manager), & Bruce Witney (Research Manager).
...
In the wirehouses & regional brokerage firms session, Mynor Aragon from Tiburon Strategic Advisors, Servio Lee from Tiburon Strategic Advisors, Barry Mendelson from Capital Markets Consultants, Bob Padgette from Klein Decisions, Ross Rogers from Global Bridge, Mitch Vigeveno from Turning Point, & Bruce Witney from Tiburon Strategic Advisors addressed the continuing dominance of wirehouses and the rapid evolution of the brokerage industry.
...
Mynor Aragon from Tiburon Strategic Advisors, Tif Joyce from Joyce Financial Management, Servio Lee from Tiburon Strategic Advisors, Terry McCaffrey from LaSalle Bank, Kirk Michie from Osborne Partners, Jeff Nagy from Tiburon Strategic Advisors, Chuck Robinson from Northwestern Mutual, Ross Rogers from Global Bridge, Paul Schaeffer from SEI Investments, & Mitch Vigeveno from Turning Point led the break-out session on banks, insurance companies, and CPA firms.
...
Joe Kiely from Kiely Financial Services, Jeff Lancaster from Bingham, Osborne, & Scarborough, Servio Lee from Tiburon Strategic Advisors, Tom Lydon from Global Trends, Matthew McGraw from Tiburon Strategic Advisors, Jeff Nagy from Tiburon Strategic Advisors, Larry Roth from Berkshire Capital Securities, Greg Sullivan from Sullivan, Bruyette, Speros, & Blayney, & Morgan White from Woodside Asset Management facilitated the session on succession planning & advisor firm acquisitions.
...
Mr. Lee opened the session by presenting highlights of Tiburon's recently released research report on succession planning, firm valuations, and the growing acquisition market for financial advisors. He said that while there are six types of buyers, there is a misalignment between buyers and sellers.
...
Scott Carlson from Tiburon Strategic Advisors, Servio Lee from Tiburon Strategic Advisors, Ron LoVetri from Integrated Decision Systems, Jeff Nagy from Strategic Advisors, & Al Steele from Loring Ward led the discussion on the international markets: exporting US concepts offshore.
...
Also in attendance for Tiburon CEO Summit VII were Tiburon employees Kristen Colwell (Marketing Manager), Servio Lee (Research Manager), Jeff Nagy (Research Manager), & Yari Wajid (Research Manager).
...
In the wirehouses & regional brokerage firms session, Evan Cooper from On Wall Street & Bank Investment Consultant, Servio Lee from Tiburon Strategic Advisors, Barry Mendelson from Capital Market Consultants, and John Tyers from Bear Stearns addressed the continuing dominance of wirehouses and the rapid evolution of the brokerage industry.
...
Jeff Cusack from JP Morgan, Servio Lee from Tiburon Strategic Advisors, Chuck Robinson from Northwestern Mutual, and Gordon Turnbull from Wells Fargo Bank led the break-out session on banks & insurance companies.
...
In the fee-only financial advisors & independent reps break-out session, Derek Bruton from Merrill Lynch, Dennis Clark from Advisor Partners, Servio Lee from Tiburon Strategic Advisors, Mitch Vigeveno from Turning Point, and Yari Wajid from Tiburon Strategic Advisors led a stimulating discussion on the challenges and opportunities in this rapidly growing and increasingly competitive market.
...
Ward Harris from McHenry Consulting Group, Servio Lee from Tiburon Strategic Advisors, Peter Shannahan from Shannahan & Company, and Rick Tasker from the Zenith Group led a session devoted to the past and future of the rapidly changing 401K plans market.
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