Lee Allen

Lee Allen is an Associate at Paine Schwartz Partners. Prior to joining Paine Schwartz, Lee worked as an Investment Banking Associate at Jefferies in the Consumer & Retail group from April 2020 to October 2021. Before that, Lee was an Investment Banking Analyst at Raymond James in the Diversified Industrials group from June 2018 to April 2020. Earlier in their career, Lee was a Private Equity Spring Analyst at Old Three Hundred Capital from January 2018 to May 2018, an Investment Banking Fall Analyst at Navidar from August 2017 to December 2017, and a Trading and Research Summer Analyst at EDF Trading from June 2017 to August 2017. Additionally, Lee has experience in loan underwriting, having served as a Loan Underwriting Intern at Able Lending from February 2017 to May 2017. Lee began their professional career as a Finance Intern at Pace Bennett LLC from July 2016 to February 2017. Prior to that, they worked as an Inventory Processor at Nordstrom from November 2014 to August 2015.

Lee Allen has a Bachelor of Business Administration (BBA) in Finance from the Texas McCombs School of Business and The University of Texas at Austin. Lee is also certified by FINRA in Securities Industry Essentials (SIE) and NASAA in Series 63.

Their manager is Angelos Dassios, Chief Investment Officer, Managing Partner. Some of their coworkers include Holly Carter - Associate, Will Kaplan - Principal, and Nicole Simpson - Senior Associate.