Sean C. Lee, CFA, is a Vice President in Callan’s Hedge Fund Research Group. Sean specializes in hedge fund research, addressing Callan’s institutional client needs in asset allocation, manager structure, manager searches, and performance evaluation. Sean’s previous position at Callan was in the Analytical Solutions Group where he worked with the PEP and Assetmax software tools for ten years. Sean’s prior work experience includes working at the Pacific Options Exchange, a trader at both a small broker-dealer and a proprietary trading firm, and a mutual fund analyst at an investment advisory firm.
Sean earned his MBA from San Francisco State University, and his BA in Economics at University of California, Davis. He is a holder of the right to use the Chartered Financial Analyst® designation and is a member of CFA Institute and the CFA Society of San Francisco.