Lee Soja

Lee Soja is a Lead Portfolio Analyst at Equitable, with a background in overseeing approximately $140 billion in assets as part of a multi-strategy investment team. Responsibilities include implementing tactical beta adjustment trades for proprietary volatility-managed portfolios valued at around $5 billion. Prior to this role, Lee served as a Senior Portfolio Analyst and Portfolio Analyst within the Equitable Investment Management Group. Lee's professional experience also includes a finance internship at Albany International Corp. Lee holds a Master of Science in Accounting and a Bachelor of Science in Accounting from Siena College, completed in 2018 and 2014, respectively.