LR

Lee Rosenbaum

Portfolio Manager/global Equity Opportunities at Loomis Sayles

Lee Rosenbaum has a diverse work experience spanning several industries. Lee started their career in 1994 as a Commissioned Officer in the U.S. Coast Guard, serving until 1999. Lee then transitioned into the finance industry, working as an Equity Research Analyst at Putnam Investments from 2001 to 2004. Subsequently, Rosenbaum joined Loomis, Sayles & Company in 2004 as an Equity Research Analyst, before moving up to the role of Vice President/Global Equity Analyst from 2008 to 2013. Lee then became a Portfolio Manager/Global Equity Opportunities at the same company, a role they continue to hold. Additionally, Rosenbaum briefly worked as an Equity Research Analyst at Putnam Investments from 2006 to 2008. Overall, Rosenbaum has gained significant experience and expertise in equity research and portfolio management throughout their career.

Lee Rosenbaum received their high school diploma from Cold Spring Harbor High School in 1990. Lee then attended the United States Coast Guard Academy from 1990 to 1994, where they obtained a Bachelor of Science (B.S.) degree in Civil Engineering. Later, Lee pursued higher education at MIT Sloan School of Management from 1999 to 2001, earning a Master of Business Administration (MBA) degree with a focus on Finance, General.

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Timeline

  • Portfolio Manager/global Equity Opportunities

    April, 2013 - present

  • Vice President Global Equity Analyst

    April, 2008

  • Equity Research Analyst

    2004