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Morgan B. Lee

Morgan B. Lee

Business Development

Followers of Morgan B. Lee1000 followers
location of Morgan B. LeePortland, Oregon Metropolitan Area

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  • Timeline

  • About me

    Director of Business Development at Polar Capital

  • Education

    • California Polytechnic State University-San Luis Obispo

      1994 - 1997
      BS Financial Management

  • Experience

    • Barclays Global Investors - iShares

      May 2000 - Apr 2006
      Business Development

    • WisdomTree Asset Management

      Apr 2006 - Mar 2018

      • Director - Institutional Distribution

        Jul 2017 - Mar 2018

      • Head of European Distribution

        Jul 2016 - Jun 2017

      • Regional Director - RIA Distribution

        Apr 2006 - Jun 2016

    • Responsible Wealth, LLC

      Mar 2018 - Aug 2019
      Consultant

    • Dimensional Fund Advisors

      Aug 2019 - Apr 2024
      Vice President

    • Polar Capital (US)

      Apr 2024 - now
      Director of Business Development

  • Licenses & Certifications

    • Investments & Wealth Institute Member

      Investments & Wealth Institute
      Aug 2003
      View certificate certificate