Lee Freitag Email & Phone Number
Senior Defined Contribution Strategist @ FocusPoint Private Capital Group
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Lee Freitag Location
- Chicago, IL, US
Lee Freitag Work
- Senior Defined Contribution Strategist @ (April 2026 - Present)
- Defined Contribution Strategist | Defined Contribution Lifetime Income @ (October 2024 - February 2026)
- Practice Lead, Retirement Solutions @ (February 2021 - December 2023)
- Head of Investment Strategy, Retirement Solutions @ (February 2011 - February 2021)
- Senior Product Manager for Liability Driven Investments and Active Fixed Income @ (November 2006 - January 2011)
- Investment Consultant - Wealth Management Group @ (August 1998 - October 2006)
- Analyst - Investor Relations @ (February 1995 - July 1998)
- Analyst - Accounting Operations @ (August 1992 - January 1995)
Lee Freitag Education
- DePaul University
Bachelor of Science in Commerce (Finance)
- DePaul Driehaus College of Business
Master of Business Administration (MBA) (Management Accounting)
Lee Freitag Skills
- Asset Management
- Services
- Defined Contribution
- Sales
- Business Development
- Investment Advisory
- Portfolio Management
- Public Speaking
- Series 63
- Equities
- Fund of Funds
- Wealth Management
- Strategy
- Securities
- Investment Management
- Marketing Strategy
- Fixed Income
- Mutual Funds
- Investments
- Alternative Investments
- Series 7
- Asset Allocation
- Investment Strategies
- Financial Services
- Accounting
- Operations
- Hedge Funds
Lee Freitag Summary
- Lee Freitag, based in Chicago, IL, US, is currently a Senior Defined Contribution Strategist at Capital Group. Lee Freitag brings experience from previous roles at Pacific Life and Northern Trust Asset Management. Lee Freitag holds a Bachelor of Science in Commerce in Finance @ DePaul University. With a robust skill set that includes Asset Management, Services, Defined Contribution, Sales, Business Development and more. Lee Freitag has 3 emails and 3 mobile phone numbers on RocketReach.
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