Jeffery Lee, CFA
+1 908 368-1882
Jeff Lee is a Partner at Middlemark Partners. Previously, Jeff spent eight years with Nikko Asset Management, where he was responsible for establishing the hedge fund of funds and external manager business. He successfully grew the firm’s external manager platform to over $30 billion.
Prior to Nikko, Jeff worked for ACAM Advisors, a hedge fund of funds, where he managed portfolios as the Director of Alternative Investments. He helped improve the asset growth by creating outperforming portfolios and risk management processes, as well as institutionalizing the client relationship process.
Previously, Jeff served as a portfolio manager for several equity portfolios with Fahnestocks & Inc. and Nikko Securities International. He was responsible for designing and developing quantitative market neutral strategies, the risk management system, and the trading platform for these portfolios. During the infancy of the derivatives industry, Jeff was one of the pioneers who designed and developed models to price and hedge all exotic derivative structure products for UBS, Morgan Stanley, and Lehman Brothers.
Prior to Wall Street, Jeff designed supercomputers with IBM and has two patents. He received an MBA from NYU Stern School of Business, an MS in Electrical Engineering from the Polytechnic Institute of NYU, a BS in Computer Science from NYU, and a BE in Electrical Engineering from The Cooper Union. He is also a Chartered Financial Analyst (CFA).
Jeff Lee is a Registered Representative with Seedchange, and all securities are offered through Seedchange Execution Services Inc.. Jeff holds Series 7 and 66 licenses with FINRA.