Stephen Lee

Stephen Lee

CFA
Senior Vice President, Portfolio Construction

Stephen Lee oversees the portfolio construction team in the Investment Management group. He is responsible for the construction and delivery of portfolios, which includes portfolio quality control, analytics, and monitoring. He also liaises with index calculators and implementers. Prior to joining Research Affiliates, he was an associate director and portfolio engineer at First Quadrant. He also supervised the mutual fund accounting staff at The Capital Group Companies and at Franklin Templeton.

Stephen holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.

Stephen graduated from University of California, Riverside, with a Bachelor of Business Administration, and earned his MBA in finance at the University of Southern California’s Marshall School of Business.