Chris Lee

Chris is responsible for capital markets and security analysis, portfolio review and analysis, and portfolio modeling.  He has earned recognition for his analytic work on business cases from both AT&T and Equilar, as well as a first place award from the Sacramento Entrepreneurship Academy, where he was a fellow in their business development program.

Chris comes to Rockefeller from The Sterling Group where he served as an Investment Analyst; prior to that, he worked at Oppenheimer as a junior research analyst and then at Morgan Stanley.  In addition to his undergraduate degrees in Economics and Statistics from the University of California at Davis, he passed all three levels of the Chartered Financial Analyst program.