Portfolio Management Team

Global Equity

Lee J. Feltman, CFA

Vice President, Research & Investment Management

16 Years of Investment Experience

Lee is a research analyst and provides fundamental research on companies in the energy sector, as well as companies located in Japan. Lee also assists the firm’s equity research team with quantitative tools and portfolio analysis. 

Lee began his career with the firm in 2007 as an equity research intern and joined the firm full time following graduation.

Lee earned a B.S. degree in finance from the University of Minnesota and is a CFA charter holder.

Our philosophy and process is designed to bring you the greatest portfolio returns.