Susan Lee

Susan Lee is a seasoned finance professional with extensive experience in securities and equity research. Currently serving as Managing Director and Associate Director of Research at Oppenheimer & Co. Inc. since July 2024, Susan previously held the position of Director of Securities Research at Credit Suisse from January 2021 to December 2023, where key contributions included strategic advising to senior management and conflict resolution among analysts. Prior to this, Susan worked at Barclays (formerly Lehman Brothers) from February 2005 to October 2019 as Director of Equity Research, overseeing research operations for the Americas. Susan holds a Bachelor of Science in Business Administration with dual majors in Finance and Accounting from Northeastern University and completed early education at Boston Latin School.