Joe Lee
Deputy Head of Retirement Investment Solutions at First Eagle Investments
- Role
- Managing Director - Deputy Head of Retirement Investment Solutions at First Eagle Investments
- Location
- Morristown, NJ, US
- LinkedIn followers
- 500 followers
General Business & ManagementView LinkedIn profile
About Joe Lee
I work with retirement plan providers, sponsors, advisors, and consultants and am pleased…
Experience
Managing Director - Deputy Head of Retirement Investment Solutions
Jan 2023 — Present · New York, NY, US
Education
Quinlan School of Business, Loyola University Chicago
MBA, Finance
1997 — 1999
University of Pennsylvania
BA, Economics
1980 — 1984
Skills
- 401(K) Retirement Savings Plans
- Investments
- Fund of Funds
- Asset Allocation
- Mutual Funds
- Hedge Funds
- Retirement
- Defined Benefit
- Wealth Management
- Retirement Planning
- Finra
- Investment Strategies
- Alternative Investments
- Bloomberg
- Asset Management
- Securities
- Investment Management
- Series 63
- Financial Services
- Investment Advisory
- Asset Managment
- 401k
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