Jason Lee

Jason Lee, CFA, is an experienced finance professional currently serving as a Board Member since August 2022. In addition, Jason has been with Wilmington Trust since July 2015, where the role of Vice President, Portfolio Manager involves managing the Fourth Industrial Revolution Equity (FIRE) Strategy, focusing on long-only equity investments in key themes of the new industrial revolution. Prior positions at Wilmington Trust include Assistant Vice President as an Equities Research Analyst, specializing in Industrials, Basic Materials, and Utilities, and serving as a Portfolio Construction Analyst in the inaugural wealth rotational program. Earlier experience includes an internship at Charles Schwab in 2014. Jason holds a Bachelor’s Degree in Economics from the University of Pennsylvania, earned in 2015.