Harriman Lee

Client Experience at Alpha Theory

Harriman Lee has a diverse work experience, beginning in 2008 with a Projects Assistant role at Institutional Investor. In 2009, they worked as an Intern for the Chief Strategy Officer at the United States Mint. From 2010 to 2013, they worked as an Analyst at Polaris Capital Advisors, followed by a role as Relationship Manager at Vanguard. Most recently, they have been working as a Client Experience at Alpha Theory since 2021.

Harriman Lee attended The Wheatley School from 2002 to 2006. Harriman then went on to receive a Bachelor of Arts (B.A.) in Economics and Political Science from the University of Michigan in 2010. Harriman also holds certifications from FINRA for Series 7 and 66.

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Timeline

  • Client Experience

    July, 2021 - present