Philip Lee

Group Manager - Securities Research @Fisher Investments

San Francisco, CA, US
EMAILS
p••••@fi.com
MOBILE NUMBERS
+14•••••••19

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WORK HISTORY

Sep 2011 — Present

Group Manager - Securities Research @Fisher Investments

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Woodside, CA, US

EDUCATION

2007 — 2009

Yale School of Management

MBA, Finance

1993 — 1997

Tulane University

BS, Accounting, summa cum laude

ABOUT PHILIP LEE

Co-manager of a large securities research team supporting over $250 billion global AUM. 25 years in fundamental investment research & accounting with cross-sector experience covering Tech, Healthcare, Financials, and Consumer across all geographies and market caps. Ex JPMorgan sellside research (Semiconductor Equipment) and PwC audit. Yale MBA scholarship in investment management.

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