LEE THOMAS BERNARD appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. LEE THOMAS BERNARD appears on 3 filing roles across Form ADV (3).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | PARAMETRIC PORTFOLIO ASSOCIATES LLC | CHIEF INVESTMENT OFFICER | SEATTLE, WA |
| — | Form ADV | THE CLIFTON GROUP INVESTMENT MANAGEMENT COMPANY | PORTFOLIO MANAGER | MINNEAPOLIS, MN |
| — | Form ADV | PARAMETRIC RISK ADVISORS LLC | MANAGER, CO-MANAGING DIRECTOR - INVESTMENT STRATEGY AND RESEARCH | WESTPORT, CT |