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
Experience
Portfolio Analyst
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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