Jean Lee, CFA, has a diverse background in financial services, with experience at leading firms such as Goldman Sachs and Bank of America Merrill Lynch. At Goldman Sachs, Jean served as an Investment Management Analyst from 2014 to 2016, followed by a role as an Associate in Investment Banking - Equity Capital Markets at Bank of America Merrill Lynch from 2016 to 2018. After a position as a Private Equity Associate at EQT Group from 2018 to 2019, Jean worked at Fidelity Investments, holding titles as an Equity Analyst focused on Asia Industrials and Asia Tech Hardware and Materials, along with a role as a Summer Equity Analyst specializing in Tech Software. Jean earned a Master of Business Administration from Harvard Business School (2019-2021) and a Bachelor of Arts from Waseda University (2010-2014).
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