Rubicon Associates is headed by a Chartered Financial Analyst charter holder with over 20 years of experience in the investment management industry focused on the analysis, investment and management of fixed income and preferred stock portfolios. Over the years, he has analyzed and invested in both public and private companies around the world as well as advised institutional clients on fixed income strategies and manager selection. The principal has been responsible for managing nearly seven billion dollars in credit investments across the capital structure and overseeing the research and trading of credit market activities. Rubicon Associates has written for Seeking Alpha, Learn Bonds, a newsletter and TheStreet.com in addition to advising institutional and private investors.
Gregory A Lee earned a Bachelor of Arts degree from the History Dept. of the University of South Carolina in 1973. Following college, Mr. Lee received his law degree from Western State University College of Law in 1977. He was admitted to the California Bar in 1977. Mr. Lee completed International Law studies at Magdalen College, Oxford, England and at Trinity College, Dublin, Ireland. Currently practicing law in Irvine, California. Mr. Lee has appeared in Federal and State courts all along Western U.S. to the East Coast to Puerto Rico.
My bio got deleted somehow...this is just a short one so I can send PMs...will update when I have more time. Began in 2012 and have a mix of 55 assets. Goal is to create steady, increasing income -- generated through dividends --- ready to withdraw as supplemental earnings within 8-10 years.
Bank of America Corporation is a bank holding and a financial holding company. It is a financial institution, serving individual consumers, small and middle market businesses, corporations and governments with a range of banking, investing, asset management and other financial and risk management products and services. Through its banking subsidiaries and various non-banking subsidiaries, it provides a range of banking and non-banking financial services and products through six business segments: Deposits, Global Card Services, Home Loans & Insurance, Global Commercial Banking, Global Banking & Markets and Global Wealth & Investment Management. In June 2011, it sold Balboa Insurance Company. On September 29, 2011, it ceased to be a substantial holder in Bow Energy Limited. On November 24, 2011, it announced that Bank of America Corporation ceased to be a substantial holder in the Company. In December 2011, its Bank of America Merrill Lynch closed its private banking unit in Brazil.