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Thomas B. Lee
Managing Director | 29 years industry experience
Thomas B. Lee
Managing Director 29 years industry experience
Tom is a managing director and chief investment officer at Parametric Portfolio Associates LLC.
He is a member of Parametric’s Executive Committee and leads Parametric’s Research,
Strategy, Portfolio Management and Trading teams, coordinating resources, aligning priorities
and establishing processes for achieving clients’ investment objectives. He is a voting member
of all the firm’s investment committees.
Prior to joining Parametric in 1994 (originally as an employee of the Clifton Group, which was
acquired by Parametric in 2012), Tom spent two years working for the Board of Governors of
the Federal Reserve in Washington, D.C.
Tom earned a B.S. in economics and an MBA in finance from the University of Minnesota. He is
a CFA charterholder and a member of CFA Society Minnesota. Tom has co-authored articles on
topics ranging from liability-driven investing to the volatility risk premium.
The information on this page is for informational purposes only. It is intended for the benefit of third party issuers and those seeking information about alternatives investment strategies. The information contained herein does not constitute and should not be construed as an offering of advisory services or an offer to sell or a solicitation of an offer to buy any securities in any jurisdiction in which such offer or solicitation, purchase or sale would be unlawful under the securities, insurance or other laws of such jurisdiction.
All investing involves risks, including a loss of principal. Alternative investments are speculative and involve a high degree of risk. These investments are designed for investors who understand and are willing to accept these risks. Performance may be volatile, and an investor could lose all or a substantial portion of his or her investment.
Please refer to the strategy detail page for important information on the strategy, including additional risk considerations.