Lee is an Executive Director of Morgan Stanley and the Head of the Eaton Vance Equity Trade Implementation team. He is responsible for implementing trades for various equity funds in accordance with instructions provided by portfolio managers, acting as a liaison between the equity department, operations and the trading desk, and supporting the team in generating cash, dividend, tax and holdings reports. He joined Eaton Vance in 2014. Morgan Stanley acquired Eaton Vance in March 2021. Lee began his career in the investment management industry in 2011. Previously, he was a senior investment operations specialist at Eaton Vance. Before joining Eaton Vance, he was an account administrator at The Bank of New York Mellon and was affiliated with State Street Bank and Trust. Lee earned a B.S. from the State University of New York at New Paltz and an MBA from Suffolk University.