Katrina Lee Email & Phone Number
Senior Vice President and Senior Portfolio Manager @ Northern Trust Corporation
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Katrina Lee Location
- Naples, FL, US
Katrina Lee Work
- Senior Vice President and Senior Portfolio Manager @ (September 2019 - Present)
- Vice President and Senior Investment Advisor @ PNC Wealth Management (May 2018 - September 2019)
- Vice President and Senior Investment Advisor @ (November 2012 - May 2018)
- Executive Director and COO @ Barnstar Funds (March 2012 - November 2012)
- Executive Director @ FRANK CRYSTAL & CO. INC. (January 2009 - March 2012)
- Vice President and Portfolio Manager @ (August 2006 - December 2008)
- Financial Advisor @ (August 2006 - August 2007)
- Assistant Vice President and Portfolio Manager @ (May 2004 - August 2007)
- Associate Portfolio Manager @ (January 2000 - May 2004)
- Investment Officer @ (September 1996 - December 1999)
- Investment Assistant @ (August 1995 - September 1996)
- Investment Assistant @ (November 1993 - August 1995)
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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