Grayson Lee

Government and Economics Student at Dartmouth College | Student Athlete

Role
Portfolio Analyst at Alessandra Capital Management
Location
Los Angeles, CA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Portfolio Analyst

    Alessandra Capital Management

    Dec 2025 — Present · Torrance, CA, US

    Construct model portfolios across risk profiles, optimizing for client growth goals and tax efficiency- Build financial planning deliverables used in client-facing presentations- Conduct due diligence on investments across equity and fixed income markets- Support client relationships through meeting preparation and ongoing communication

Education

  • Vistamar School

    High School Diploma

  • Dartmouth College

    Bachelor's Degree, Political Science and Government

    2023 — 2027

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Grayson Lee — Portfolio Analyst at Alessandra Capital Management in Los Angeles, CA, US | Unifers