Chang Lee Email & Phone Number
Managing Director
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Chang Lee Location
- Boston, MA, US
Chang Lee Work
- 2017 -now Managing Director @ Finepoint Capital
- 2014 -2017 Equity Research Analyst @
- 2013 -2013 Equity Research Summer Associate @
- 2012 -2012 Business Development Intern @ Private Advisors, LLC
- 2012 -2012 Asset Management Intern @ Beautyman Alvstad
- 2012 -2012 Communications Consultant @ Neater Pet Brands
- 2011 -2011 Branch Manager @
Chang Lee Education
- CFA Charterholder 2014-2016
- University of Pennsylvania - The Wharton School
Bachelor’s Degree (Finance)
2010-2014 - University of Pennsylvania
Bachelor’s Degree (East Asian Studies)
2010-2014 - Doshisha University
Japanese Studies
2012-2012
Chang Lee Skills
- Microsoft Office
- Customer Service
- JMP
- Maple
- Teaching
- Mentoring
- Public Speaking
- Market Research
- Investments
- Economics
- Data Analysis
- Portfolio Management
- PowerPoint
- Financial Analysis
- Valuation
- Financial Modeling
- Microsoft Excel
- Research
- Asset Management
- Equity Research
Chang Lee Summary
- Chang Lee, based in Boston, MA, US, is currently a Managing Director at Finepoint Capital. Chang Lee brings experience from previous roles at Fidelity Investments, UBS Investment Bank, Private Advisors, LLC and Beautyman Alvstad. Chang Lee holds a 2014 - 2016 CFA Charterholder. With a robust skill set that includes Microsoft Office, Customer Service, JMP, Maple, Teaching and more. Chang Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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