Marco Lei

Marco Lei, CFA, CPA has a diverse work experience in the finance industry. Marco worked as a Tax Associate at KPMG US, where they provided services to various clients. Marco also served as a Senior Investment Analyst at Eaton Vance, where they gained in-depth knowledge of investment management. Currently, Marco is a Vice President at Affiliated Managers Group, a global asset management company. In this role, they focus on generating long-term value by investing in independent investment managers. Marco's experience demonstrates their expertise in finance and their commitment to providing quality service to clients.

Marco Lei, CFA, CPA obtained a Bachelor's degree in Accounting from the University of Southern California in 2009. Prior to that, in 2005, they had enrolled at the same university and completed a Master's degree in Business Taxation in 2009. Marco Lei's education history also includes attending Boston Latin School from 1999 to 2005, where they focused on Physics and Mathematics. In terms of certifications, they obtained the Certified Public Accountant (CPA) designation in 2010 from the Massachusetts Board of Public Accountancy and became a Chartered Financial Analyst (CFA) in 2014 through the CFA Institute.