Wendy Lee Cfa Email & Phone Number | Senior investment professional with an established long term record of adding alpha through a disciplined investment process; exceptional communicator successful at developing new business and building strong client relationships in both the retail and institutuional markets; experienced at leading teams of investment professionals. Interested in a role that combines my experience as a senior investment decision maker with my talent for effectively communicating an economic outlook and investment strategy to a wide array of audiences. Specialties: Presenting to a wide array of investment audiences, including high net worth, sub-advisory and very sophisticated institutional clients; portfolio management; equity research.

Wendy Lee Cfa

Senior investment professional with an established long term record of adding alpha through a discip...
Redding, Connecticut, United States

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Wendy Lee Cfa’s Location Redding, Connecticut, United States

Wendy Lee Cfa’s Current Industry Oppenheimerfunds

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Head of Senior Client Portfolio Manager Team

2011-04-01 00:00:00 - Present

Managing Partner

2009-05-01 00:00:00 - 2011-06-01 00:00:00

Partner & Portfolio Manager

1992-06-01 00:00:00 - 2008-04-01 00:00:00

Partner and Senior Equity Investment Analyst

1985-05-01 00:00:00 - 1992-06-01 00:00:00

Industry Analyst

1984-05-01 00:00:00 - 1985-05-01 00:00:00

Investment Officer

1981-01-01 00:00:00 - 1984-05-01 00:00:00

Financial Analyst

1978-09-01 00:00:00 - 1980-09-01 00:00:00

Economist

1977-09-01 00:00:00 - 1978-09-01 00:00:00

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Wendy Lee Cfa is a Senior investment professional with an established long term record of adding alpha through a disciplined investment process; exceptional communicator successful at developing new business and building strong client relationships in both the retail and institutuional markets; experienced at leading teams of investment professionals. Interested in a role that combines my experience as a senior investment decision maker with my talent for effectively communicating an economic outlook and investment strategy to a wide array of audiences. Specialties: Presenting to a wide array of investment audiences, including high net worth, sub-advisory and very sophisticated institutional clients; portfolio management; equity research.

Wendy Lee Cfa has prior
experience in the following industries:
Farview Capital Advisors | Equinox Capital Management | Brinson Partners | Morgan Guaranty Trust | American National Bank And Trust | Airco | New Jersey Treasury

Wendy Lee Cfa has the following professional experience:
Oppenheimerfunds | Farview Capital Advisors | Equinox Capital Management | Brinson Partners | Morgan Guaranty Trust | American National Bank And Trust | Airco | New Jersey Treasury