Albert Lee

Albert Lee is an accomplished financial executive with extensive experience in investment management and operational leadership. Currently serving as the Director of Investment Offer and Solutions for Third Party Mutual Funds and ETFs at Charles Schwab since January 2021, Albert previously held senior roles including Senior Vice President and Head of Systematic Strategies and ETF Operations at Hartford Funds and Managing Director, COO, and Treasurer at Lattice Strategies LLC. Demonstrating a robust background in finance and operations, Albert has earned a Master of Business Administration from Stanford University and an AB Cum Laude in Economics and Chemistry from Dartmouth College. Notable achievements include the successful integration of Lattice Strategies into Hartford Funds, oversight of substantial advised assets, and leadership roles across various investment advisory firms.