Lee Bertram is the Head of Equity Trade Implementation at Eaton Vance Equity, bringing a strong background in the investment management industry. They possess expertise in Portfolio Construction, Tax Management, Equity Income Solutions, and Corporate Actions, complemented by experience in Middle and Back Office operations. Lee has held various roles, including Vice President at Morgan Stanley and Senior Portfolio Management Associate at Eaton Vance. They earned an MBA in Finance from Suffolk University and a Bachelor of Science in Finance from SUNY New Paltz.
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