Connie Lee Senior Vice President

Connie is a fund sponsor consultant based in our San Francisco office.

Connie Lee, CFA, is a Senior Vice President in Callan's San Francisco Fund Sponsor Consulting Office. Connie works with a variety of fund sponsor clients including corporate defined benefit and defined contribution plans, insurance companies, endowments and foundations. Her responsibilities include strategic planning and implementation, investment manager review, performance evaluation, continuing education and the coordination of special projects. Connie joined Callan in 2007. Before joining Fund Sponsor Consulting, Connie was a Senior Analyst in the Client Report Services group. She is a shareholder of the firm.

Connie received a BA in Applied Mathematics from the University of California, Berkeley and has earned the right to use the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of San Francisco. She is a Level II candidate in the CAIA Program.

Would you like to talk to us? Call our San Francisco headquarters, 415-974-5060.