Ivor Lee

Vice President, Investment Risk at Conning

Ivor Lee, CFA has a range of experience in the investment risk field. Ivor started their career at First Investors Management Company in 2012 as a Fund Accountant and worked there until 2015. In 2015, they joined Conning where they have held various roles, including Risk Analyst, Senior Risk Analyst, and Assistant Vice President in their Investment Risk division. Currently, they hold the position of Vice President, Investment Risk at Conning, a role they have been in since February 2022.

Ivor Lee, CFA holds a Bachelor of Science (B.S.) degree in Finance from Rutgers Business School, which they obtained from 2010 to 2012. Prior to that, they earned an Associate of Arts (AA) degree in Liberal Arts Business from Middlesex College from 2008 to 2010. Alongside their formal education, Ivor also holds multiple certifications, including the Chartered Financial Analyst (CFA) designation, which they achieved in 2021.

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Timeline

  • Vice President, Investment Risk

    February, 2022 - present

  • Assistant Vice President, Investment Risk

    February, 2020

  • Senior Risk Analyst, Investment Risk

    February, 2018

  • Risk Analyst, Investment Risk

    November, 2015

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