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Wendy Lee, CFA

Senior Client Portfolio Manager

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Wendy Lee, CFA serves as senior client portfolio manager on the Main Street products and the Equity Income Strategy. In this capacity, she is responsible for articulating those products’ investment philosophy, process, strategy and performance. Prior to joining the Firm, she worked at Equinox Capital Management, holding various positions including CEO as well as Director of Fundamental and Quantitative Research.

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

Tenure

  • 33YRS

    Industry

  • 4YRS

    Oppenheimer

Main Street Equity Team

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