Managing Director, Trading
Lee leads the Equity Trading Team at Parametric, bringing a wealth of experience and expertise to his role. His career began in operations, where he focused on account reconciliation. Over time, Lee transitioned into trading, later taking on the responsibilities of a portfolio manager. In this capacity, he contributed to the design and development of the firm’s centralized portfolio management account program—a key initiative in streamlining operations and enhancing efficiency. Since 2006, Lee has been at the helm of the trading desk, providing strategic leadership and guidance. Before joining Parametric in 1998, Lee gained valuable experience as a staff accountant at Moss Adams. He is a CFA charterholder and a member of the CFA Society of Seattle.
BA, accounting,
Western Washington University