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Katrina Lee Location
Naples, FL, US
Katrina Lee Work
2019 -now Senior Vice President and Senior Portfolio Manager @
2018 -2019 Vice President and Senior Investment Advisor @ PNC Wealth Management
2012 -2018 Vice President and Senior Investment Advisor @
2012 -2012 Executive Director and COO @ Barnstar Funds
2009 -2012 Executive Director @ FRANK CRYSTAL & CO. INC.
2006 -2008 Vice President and Portfolio Manager @
2006 -2007 Financial Advisor @
2004 -2007 Assistant Vice President and Portfolio Manager @
2000 -2004 Associate Portfolio Manager @
1996 -1999 Investment Officer @
1995 -1996 Investment Assistant @
1993 -1995 Investment Assistant @
Katrina Lee Education
University of Florida
Bachelor of Arts - BA (English)
1991-1992
Wheaton College Massachusetts 1989-1990
Katrina Lee Skills
Wealth Management Services
Portfolio Management
Asset Allocation
Investment Strategies
Katrina Lee Summary
Katrina Lee, based in Naples, FL, US, is currently a Senior Vice President and Senior Portfolio Manager at Northern Trust Corporation. Katrina Lee brings experience from previous roles at PNC Wealth Management, Wilmington Trust, Barnstar Funds and FRANK CRYSTAL & CO. INC.. Katrina Lee holds a 1991 - 1992 Bachelor of Arts - BA in English @ University of Florida. With a robust skill set that includes Wealth Management Services, Portfolio Management, Asset Allocation, Investment Strategies and more. Katrina Lee has 5 emails and 4 mobile phone numbers on RocketReach.
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