Lee has more than nine years of experience in financial services. He joined Sunpointe as a Senior Associate in 2021, supporting family offices and foundations on asset allocation, reporting, and investment manager selection. Before joining Sunpointe, Lee performed similar services as a Consultant at Mercer for six years. Prior to Mercer, he worked as a credit/margin specialist at Wells Fargo Advisors.
Lee holds a BS in Finance from the University of Illinois and an MBA from Saint Louis University. Lee has earned the Chartered Alternative Investment Analyst (CAIA) and Certificate in Investment Performance Measurement (CIPM) designations.
Lee is an accomplished bowler and an aspiring golfer. He currently serves as Secretary of the Richard A. Chaifetz School of Business Alumni Engagement Board at Saint Louis University.