Connie Lee, CFA, CAIA, is a senior vice president in Callan's San Francisco Fund Sponsor Consulting group. Connie works with a variety of 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 coordinating special projects. Connie joined Callan in 2007, starting as 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. 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 the CFA Institute and the CFA Society of San Francisco.