Rob Lee is a subject-matter expert on the alternative and traditional asset management industries, with a track record developing and executing a personalized business strategy to initiate and enhance client relationships and drive revenues. Rob previously spent the last 20 years as a sell-side research analyst at KBW focused on the asset management industry. Prior to KBW, Rob spent 10 years at UBS, also in equity research focused on asset management.
He offers a keen analytical and quantitative mindset along with excellent communication skills and an ability to translate complex concepts into clear and concise interpersonal and written communications.
Rob holds a BA from Rutgers University and a MBA from New York University Stern School of Business.