AL

Aaron Lee

Lead Analyst

Aaron Lee is an accomplished financial professional with extensive experience in financial analysis and management. Currently serving as a Lead Analyst at Equitable since June 2022, Aaron has previously held roles including Assistant Vice President at Bank of America, Associate Vice President at ISS, and Financial Analyst at OppenheimerFunds. With a solid foundation from Boston Partners Global Investors as an Associate Financial Analyst, Aaron has developed expertise in variance analysis, budget management, and strategic financial presentations. A graduate of St. John's University with a Bachelor of Science in Finance, Aaron demonstrates strong analytical skills and a commitment to identifying cost-saving opportunities and enhancing financial processes throughout various organizations.

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