KL

Kenneth Ewell Lee

Portfolio Manager at Ingalls & Snyder

Kenneth Ewell Lee is a seasoned finance professional with extensive experience in portfolio management and investment strategies. Since June 2018, Kenneth has served as a Portfolio Manager at Ingalls & Snyder, overseeing diversified, tech-focused, and convertible bond portfolios. Previously, from June 2014 to June 2018, Kenneth held the position of Managing Director at Tocqueville Asset Management. Kenneth also founded Bridgehampton Capital Management LLC in June 2006 and served as Chief Investment Officer and Managing Partner until June 2014, where oversight was given to the Bridgehampton Value Strategies Fund. Earlier experience includes a role as Portfolio Manager of a multi-strategy hedge fund at Salomon Brothers Asset Management from June 1998 to March 2005 and a summer associate position in equity research at Salomon Brothers Hong Kong in June 1997. Kenneth began a career in equity research as a Research Analyst at Brown Brothers Harriman from July 1993 to July 1995. Academic qualifications include a Bachelor of Arts in History from Wesleyan University and an MBA in Finance and Management from New York University, complemented by studies at London Business School.

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Hopewell, United States

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Ingalls & Snyder

Founded in 1924, Ingalls & Snyder is a NYC-based investment advisory firm, with $8.4 billion in client assets under management or advisory*. Ingalls & Snyder is a dually registered Registered Investment Advisor and Broker-Dealer, and is a well-capitalized, privately-owned LLC. Our clients primarily consist of high-net-worth individuals, families, trusts and related entities. Since inception, Ingalls & Snyder has promoted a culture of quality and integrity, delivering a unique level of customized investment management, personalized attention and responsive service to every relationship. *As of 3/31/2024