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Will Lee Location
New York, NY, US
Will Lee Work
2026 -now Head of Portfolio Solutions @
2016 -2026 Investment Director @
2016 -now Investment Director (Product Specialist and Client Portfolio Manager) @
2013 -2016 Vice President - Investment (Allocator and Manager Research) @
2013 -2016 Vice President of Investment (Allocator and Manager Research) @ Permal Group
2011 -2013 Associate - Institutional Equity - Prime Brokerage @
2009 -2011 Associate - Commodities @
2007 -2008 Analyst - Dillon Read Capital Management and SPG Prop @
Will Lee Education
University of Chicago
Master of Science (MS) (Financial Mathematics)
2009
Duke University
Bachelor of Science (BS) (Mathematics, Chemistry)
2003-2007
Will Lee Skills
Strategic Planning
Customer Service
Financial Analysis
Strategy
Leadership
Alternative Investments
Trading Strategies
Public Speaking
Commodity Markets
Fixed Income
Global Macro
Options Pricing
Valuation
Managed Futures
Structured Finance
Counterparty Risk
Portfolio Management
Financial Modeling
Derivatives
Investments
Bloomberg
Prime Brokerage
Futures
Equities
Volatility Arbitrage
Credit Derivatives
Proprietary Trading
Asset Backed Securitization
Commodity
Credit Analysis
Long/Short Equity
Event Driven
Options
Hedge Funds
Equity Trading
Structured Products
Will Lee Summary
Will Lee, based in New York, NY, US, is currently a Head of Portfolio Solutions at Hudson Bay Capital Management LP. Will Lee brings experience from previous roles at Wellington Management, EnTrust Global and Permal Group. Will Lee holds a Master of Science (MS) in Financial Mathematics @ University of Chicago. With a robust skill set that includes Strategic Planning, Customer Service, Financial Analysis, Strategy, Leadership and more. Will Lee has 4 emails and 3 mobile phone numbers on RocketReach.
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