Holden Lee
Chief Financial Officer and Chief Investment
Holden Lee is a qualified professional, working in Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties main office of which is in 1096. on the position of Chief Financial Officer and Chief Investment Officer from 2013. This expert has earned professional experience in more than seven positions at various companies. Holden Lee went to the The Wharton School and got education there from 1990 to 1992. San Francisco, California is the city, where the professional was known to settle. Holden's email address and number are accessed through this website by request.
Name variants:
Holden Lee
Last updated May 21, 2024
Contact Information
Last Update
Jun 23, 2022
Email
ho**@gmail.com, ho**@yahoo.com
Location
San Francisco, CA
Workplace
Chief Financial Officer and Chief Investment Officer
San Francisco, CA
Industry
Nonprofit Organization Management, Charitable Institutions
Colleagues
Work History
Chief Financial Officer and Chief Investment Officer
121 Steuart St, San Francisco, CA 94105
Provide financial and investment leadership for a dynamic and innovative philanthropic platform with $2.0 billion under management, including endowments, supporting organizations, donor advi...
from Oct 2013
Managing Director
125 High St, Boston, MA 02129
Generalist consultant advising university, foundation, and nonprofit endowments as well as private family clients across all asset classes. Specialist consultant advising selected clients on...
Aug 2008 — Sep 2013
Chief Financial Officer
90 New Montgomery St, San Francisco, CA 94105
Innovative operating Foundation focused on nationwide K-12 district reform in public education. Organization's first CFO, establishing staff, policies, and procedures. Staff oversight of Fou...
2004 — 2008
Chief Financial Officer
101 Montgomery St SUITE 900, San Francisco, CA 94129
National land trust preserving open space by conducting 200+ transactions worth more than $400 million annually. Led restructuring of finance and IT functions with more than 30 staff. Provid...
2001 — 2004
Principal
345 California St, San Francisco, CA 94104
Early emerging market cleantech / impact investing private equity fund focused on water privatization and supporting product / technology / service companies. Responsible for transaction sou...
1997 — 2000
Board of Directors, Consolidated Electric Power Asia
Asian private infrastructure developer (energy, transportation). Negotiated government private concession contracts and assembled more than $3 billion in early multilateral private power pro...
1992 — 1997
Corporate Finance Analyst
Public Utility Industry group. Public and Private Debt and Equity offerings. Merger, spinoff, IPO and restructuring advisory assignments.
Aug 1988 — Jun 1990
Education
1990 — 1992
1984 — 1988
1980 — 1984
Occupations
Executive
Financial Director
Chief Investment Officer
Lawyer
Fiduciary
Organization Management
Non-Profit
Chief Executive Officer
Generalist
Counselor
Financial Officer
Financial Manager
Management Analysts
Trust Law Attorney
Lawyer
Operations Manager
Corporate Executive
Chief Executive
Advisor
Skills
Private Equity
Investments
Portfolio Management
Corporate Finance
Due Diligence
Emerging Markets
Alternative Investments
Board Relations
Project Finance
Land
Nonprofit Leadership
Cleantech
FAQs about Holden Lee
What's the profession of Holden Lee?
This professional's job is Chief Financial Officer and Chief Investment
What jobs is Holden proficient at at?
Holden is proficient at such jobs as Executive and Financial Director.
Where is Holden Lee located?
Holden Lee is currently located in San Francisco, California.
What is the expert's email?
The expert's email is ho**@gmail.com and ho**@yahoo.com.
Where did Holden Lee work?
This expert worked at Jewish Community Federation of San Francisco, the Peninsula, Marin and Sonoma Counties, Cambridge Associates.
Where has Holden Lee studied?
Holden studied at the Wharton School from 1990 to 1992.
What is professional industry that Holden Lee is connected to?
This person works in Non-Profit Organization Management industry.
Are there any professional skills, that Holden Lee has?
This person has such skills as Private Equity, Investments, Portfolio Management, Corporate Finance, Due Diligence, Emerging Markets, Alternative Investments, and Board Relations.