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This profile was automatically generated using 3 references found on the Internet. This information has not been verified. Learn more...

Employment History

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 Web References

  1. 1. Pennsylvania Trust - Officers & Consultants
    www.penntrust.com/officers.sht - [Cached]

    Published on: 5/4/2008   Last Visited: 5/4/2008

    Lee Anderson
    ...
    Lee J. Anderson, CFA Drexel University, MBA LaSalle University, BS, Finance

    Mr. Anderson is Senior Vice President and Chief Information Officer of Pennsylvania Trust. He is responsible for the systems and software on the company's IT network and manages the company's core operations.

    He also serves as Director of Research responsible for security analysis and recommendations as well as investment performance analysis.

    Mr. Anderson has over 15 years of investment experience, having begun his investment career at Independence Capital Management, Inc. While at Independence Capital, Mr. Anderson assumed responsibility for the statistical analysis of investment portfolios and the stock selection universe. In 1995, Mr. Anderson joined the Penn Mutual Life Insurance Company where he served as a Senior Investment Consultant and also a Vice President of the Penn Series Funds, Inc.
  2. 2. Penn Trust - Company
    www.penntrust.com/company_offi - [Cached]

    Published on: 1/3/2008   Last Visited: 1/3/2008

    Lee J. Anderson, CFA, Senior Vice President and Director of Investment Research anderson@penntrust.com
    ...
    Lee J. Anderson, CFA Drexel University, MBA LaSalle University, BS, Finance

    Mr. Anderson is senior vice president of The Pennsylvania Trust Company. He serves as director of research and is responsible for security analysis and recommendations as well as investment performance analysis.

    Mr. Anderson has over 12 years of investment experience, having begun his investment career at Independence Capital Management, Inc. in 1993. While at Independence Capital, Mr. Anderson assumed responsibility for the statistical analysis of investment portfolios and the stock selection universe. In 1995, Mr. Anderson joined the Penn Mutual Life Insurance Company where he served as a senior investment consultant and also a vice president of the Penn Series Funds, Inc.

    Mr. Anderson earned his Chartered Financial Analyst designation in 2002 and is a member of the Financial Analysts of Philadelphia and the CFA Institute. He also has his NASD Series 6 and 7 licenses.
  3. 3. FAP News
    www.faphil.org/newstemplate.as - [Cached]

    Published on: 7/4/2002   Last Visited: 9/30/2003

    Lee Anderson, CFA Pennsylvania Trust Company

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