Lee Chertavian

Lee Chertavian is a seasoned executive in the wealth management and financial technology sectors, currently serving as a Growth Partner at Long Ridge Equity Partners since July 2020, and as Executive Chairman of EQIS Capital Management, Inc. since August 2017. Chertavian also holds the position of President at EFC Management, providing consulting and advisory services to companies and investors. Previous experience includes Group President at Envestnet/Placemark and Chairman & CEO of Placemark Investments, which was successfully sold to Envestnet in 2014. Chertavian's earlier career features roles such as Senior Vice President at Affiliated Managers Group, President of TNF Canada and USAffinity Funds at Trans National Group, and Consultant at Bain & Company. Chertavian holds an MBA with distinction from Harvard Business School and an AB, cum laude, in Economics and History from Bowdoin College.