Joseph Lee

Joseph Lee has accumulated extensive experience in investor strategy and execution, currently serving as a Senior Manager at Upgrade, Inc. since June 2021. Prior roles at Upgrade included Manager and Senior Analyst in the same department. Joseph's prior experience encompasses a Financial Analyst position at Dividend Finance and a Financial Operations Associate role at Laird Norton Wetherby. Early career experience includes an internship in Alternative Investments at Pavilion Alternatives Group and a Client Operations internship at State Street. Joseph holds a Bachelor's degree in Business & Management Economics from the University of California, Davis, earned in 2018.