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Investment Professional | 2 years industry experience
Investment Professional 2 years industry experience
Daniel Lee is an Analyst within Morgan Stanley’s Tactical Value Investing Team (MSTV). Mr. Lee joined MSTV in 2022. Prior to his current role, he was an Investment Banking Analyst at Evercore in New York in the Insurance M&A team, where he was responsible for deal execution and analysis for insurance distribution, underwriting, technology and services companies. Mr. Lee holds a B.A. cum laude in Applied Mathematics from Harvard College.
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.