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Helena Lee, CFA

Portfolio Manager, Senior Research Analyst

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  • B.S. from Columbia University
  • B.A. from Barnard College
  • M.B.A. from University of Chicago Booth School of Business

Helena Lee, CFA, serves as portfolio manager for the Preferred Securities & Income strategy and as a senior research analyst on the Investment Grade Debt team with analytical responsibilities for the financial services industry. Prior to joining the Firm, she held analyst roles at Bank of America Securities, Prudential Equity Group and The Federal Reserve Bank of New York.

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  • B.S. from Columbia University
  • B.A. from Barnard College
  • M.B.A. from University of Chicago Booth School of Business
  • 24 YRS

    Industry

  • 10 YRS

    Oppenheimer

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