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Lawrence Lee, CFA, CMT, CAIA

Assistant Vice President, Senior Equity Research Analyst

Lawrence LeeLawrence Lee is located in San Francisco, California, and his area of focus is:

Career

Lawrence Lee is Senior Equity Research Manager for the International Equity investment strategy.

Lee joined the firm in 2017 as a part of the acquisition of the Sentinel Group Funds by Fort Washington’s affiliate, Touchstone Investments. He joined Sentinel in 2005. Lee began his investment career in 1993 and has held analyst, institutional sales, trading, and accounting positions with SinoPac Securities, Wells Capital Management, and Union Bank of California – Capital Markets Group.

Education & Designations

Lee earned a BA in International Relations and History from Syracuse University. He holds the designations of Chartered Financial Analyst (CFA), Chartered Alternative Investment Analyst (CAIA), and Chartered Market Technician (CMT).