Wendy Lee, CFA

Senior Client Portfolio Manager

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Wendy’s understanding of intrinsic value goes far beyond anything to do with our Main Street team. She adamantly believes in the worth and interconnectedness of all creatures, and works with the World Wildlife Fund to save wild animal habitats and with Helen Keller International to help eradicate the causes of preventable human blindness worldwide.

  • B.A. from Rutgers College
  • M.B.A. from University of Chicago


  • 33YRS


  • 4YRS


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