Eric Lee

Eric Lee, CFA, is an experienced finance professional currently serving as a Portfolio Analyst at Weitz Investment Management since March 2020. Previously, Eric held the position of VP - Senior Research and Due Diligence Analyst at US Bank from June 2011 to March 2020, where responsibilities included investment manager due diligence and multi-manager portfolio construction, as well as specializing in tax-exempt and taxable fixed income, real estate, and commodities. Earlier experience includes serving as a Senior Investment Analyst at Stevens Foster Financial Advisors, focusing on REITs, real estate mutual funds, and small/mid-cap stocks, along with a role as a Credit Analyst at MainStreet Bank. Eric’s career also includes journalism experience as a reporter at WDAZ-TV. Academic credentials encompass an MBA in Finance from the University of North Dakota and a BS in Communications from the University of Idaho.