Steven Lee

Steven Lee, CFA has extensive work experience in the finance industry. Steven currently holds the position of Managing Director at Finitive since 2018. Prior to that, they were a founding Partner at Eaglewood Capital Management where they served as Chief Investment Officer, Head of Credit, and Portfolio Manager. During their time at Eaglewood, the company achieved over $2 billion in assets under management before selling a majority stake to Marshall Wace in 2014 and later merging with Pollen Street Capital in 2017. Before their tenure at Eaglewood, Steven worked as the Global Head of Credit & Research at Cambridge Place Investment Management from 2004 to 2012. Steven managed various types of funds and portfolios, primarily focusing on asset-backed securities. Steven also held a position as a Director at UBS and worked as a Research Analyst at Fidelity Investments, focusing on fundamental credit for fixed income and money market funds. Throughout their career, Steven has successfully analyzed portfolios exceeding $10 billion.

Steven Lee, CFA, holds a Master of Business Administration (MBA) with a focus on Accounting and Finance from The University of Chicago Booth School of Business. Steven also completed their undergraduate studies at Binghamton University, earning a Bachelor of Science (BS) in Economics. Additionally, they have obtained certifications including CFA, Series 63, and Series 7 from reputable institutions such as the CFA Institute and FINRA.