Connie is a senior vice president and investment consultant in Callan’s Trust Advisory Group.
Connie Lee, CFA, CAIA, is a senior vice president and investment consultant in Callan’s Trust Advisory Group (TAG). Based in Los Angeles, Connie provides investment consulting services to a variety of institutional client types, including defined benefit plans, defined contribution plans, insurance companies, and endowments, foundations, and other nonprofits. She is also responsible for design, asset allocation, manager structure, and general investment research for the firm’s discretionary mandates.
Connie is a member of Callan’s Manager Search Committee and is a shareholder of the firm.
Prior to joining TAG in 2023, Connie was an investment consultant on Callan’s West Coast consulting team, where she worked with a variety of institutional client types. Connie originally joined Callan in 2007 in the Client Report Services group.
Connie received a BA in applied mathematics from the University of California, Berkeley. She is a holder of the right to use the Chartered Financial Analyst® designation and has earned the right to use the Chartered Alternative Investment Analyst designation. Connie is a member of CFA Institute and CFA Society Los Angeles. She is also a member of the DCIIA Diversity & Inclusion Leadership Committee.