Alex Lee Email
Senior Fixed Income Client Portfolio Manager @ Vanguard Canada
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Alex Lee Location
- Canada
Alex Lee Work
- Senior Fixed Income Client Portfolio Manager @ (November 2025 - Present)
- Head of Canada ETF Product Strategy @ (May 2024 - November 2025)
- Head of ETF Strategy, Canada @ (December 2023 - May 2024)
- Vice President, ETF Strategist @ (January 2022 - December 2023)
- Associate Portfolio Manager @ (April 2021 - January 2022)
- Associate Investment Advisor @ (March 2019 - January 2022)
- Product Manager @ (October 2017 - March 2019)
- Associate Investment Advisor @ TD Wealth Management (July 2016 - October 2017)
- Assistant Investment Advisor @ TD Wealth Management (February 2012 - July 2016)
- Investment Specialist @ (August 2011 - February 2012)
- Financial Advisor @ (January 2010 - October 2010)
Alex Lee Education
- Queen's University
Master of Finance (Queen's University Alternative Assets Fund (Portfolio Manager))
2013-2014 - York University
Bachelor of Commerce - BCom (Finance)
2007-2010 - Massachusetts Institute of Technology
Professional Education (Demand-Driven Supply Chain Management)
2008-2008
Alex Lee Skills
- Leadership
- PowerPoint
- Banking
- Customer Relations
- Practice Management
- Public Speaking
- Accounting
- Economics
- Valuation
- Sales
- Portfolio Management
- Financial Modeling
- Tax
- Investments
- Communication
- Relationship Management
- Excel
- Strategic Planning
- Strategy
- Wealth Management
- Equities
- Mutual Funds
- Outlook
- Microsoft Office
- Program Management
- Microsoft Excel
- Marketing
- Legal
- Time Management
- Customer Service
- Financial Analysis
- Business Strategy
- Teamwork
- Financial Reporting
- Problem Solving
- Word
- Office Suite
- ETFs
Alex Lee Summary
- Alex Lee, based in Canada, is currently a Senior Fixed Income Client Portfolio Manager at Vanguard Canada. Alex Lee brings experience from previous roles at Franklin Templeton and CIBC Wood Gundy. Alex Lee holds a 2013 - 2014 Master of Finance in Queen's University Alternative Assets Fund (Portfolio Manager) @ Queen's University. With a robust skill set that includes Leadership, PowerPoint, Banking, Customer Relations, Practice Management and more. Alex Lee has 1 emails on RocketReach.
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