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Helena Lee, CFA

Senior Research Analyst

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Tenure

  • 23 YRS

    Industry

  • 9 YRS

    Oppenheimer

  • B.S. from Columbia University
  • B.A. from Barnard College
  • M.B.A. from University of Chicago

Helena Lee, CFA, serves as a senior research analyst on the Investment Grade Debt team with analytical responsibilities for the financial services industry. Prior to joining the Firm in 2008, she was employed at Citi Investment Research as an equity research associate. Before that she served as a mid-cap bank analyst at Bank of America Securities and as an associate equity research analyst of large-cap banks at Prudential Equity Group.

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  • B.S. from Columbia University
  • B.A. from Barnard College
  • M.B.A. from University of Chicago

Insights

Markets & Economy

Mid-Year 2017 Outlook

Chief Investment Officer, Portfolio Manager

As the U.S. Ages Gracefully, a Resurgence Abroad.

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