Supanan Lee

As a Equity Analyst, Supanan (Wendy) Lee supports the entire equity investment team. She performs due diligence on specific investments including modeling and valuation analysis, examining company filings/presentations, and researching competitive trends within the Porter’s 5 forces competitive framework. She provides valuable company and industry research to the investment managers, at times identifying and developing non-standard research sources such as social media and industry trade publications.

Before joining the firm in 2019, Wendy interned at BNP Paribas in New York City as an Equity Derivative Strategy summer analyst.

Wendy earned a Bachelor of Business Administration degree from the University of Wisconsin-Madison and an MS degree in Finance from the University of Wisconsin-Madison, specializing in Applied Security Analysis. She is a CFA charterholder.