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Max Lee

Max Lee

Managing Director - Head of FX and Commodity Systemmatic and Commodity Investor Product Trading

Followers of Max Lee1000 followers
location of Max LeeHouston, Texas, United States

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  • Timeline

  • About me

    Portfolio Manager Forbes 30 Under 30, Class of 2023 - Finance

  • Education

    • Rice University

      2014 - 2015
      Masters of Statistics

    • Rice University

      2011 - 2014
      Bachelor's degree Mathematical Economic Analysis

    • University of California, Berkeley

      2016 - 2018
      Masters of Information and Data Science

  • Experience

    • Bank of America Merrill Lynch

      Mar 2015 - Nov 2024
      Managing Director - Head of FX and Commodity Systemmatic and Commodity Investor Product Trading

    • Rice University

      Aug 2021 - now

      • Adjunct Professor

        May 2023 - now

      • Seminar Lecturer

        Aug 2021 - now

    • Center for Computational Finance and Economic Systems (CoFES)

      Apr 2022 - now
      Advisory Board Member

    • CrossFit Wall Street

      Nov 2022 - now
      Owner

    • Oculus Fitness

      Aug 2024 - now
      Owner

    • Jain Global

      Nov 2024 - now
      Portfolio Manager

  • Licenses & Certifications

    • Series 24

      FINRA
      Oct 2023

    • Chartered Financial Analyst (CFA)

      CFA Institute
      Sept 2019

    • Series 63

      FINRA (Financial Industry Regulatory Authority)

    • Series 7

      FINRA (Financial Industry Regulatory Authority)

    • Alternative Investment Analyst Charter (CAIA Charter)

      CAIA Association
      Nov 2025

    • Chartered Market Technician - Level I (CMT)

      CMT Association, Inc.
      Feb 2020

  • Honors & Awards

    • Awarded to Max Lee
      Forbes 30 Under 30, Class of 2023 Finance Forbes Dec 2022 https://www.forbes.com/30-under-30/2023/finance