Current Role and Professional Background:
As Quantitative Portfolio Manager, Lee is responsible for managing Goodman Financial’s Quantified Alpha Strategy. Lee develops and maintains quantitative investment strategies, screens and asset pricing models. As a Quantitative Portfolio Manager, Lee is also responsible for trading client-held equity and fixed income securities. With Lee’s background in Data Science, Lee extracts, transforms, analyzes and presents data from multiple sources in firm-wide projects. Prior to joining Goodman Financial, Lee worked at Tower Hill Trading as an algorithmic trader. Additionally, Lee ran his own consulting firm, LJT Financial Analytics, advising with private equity deals and investment decision making.
Bachelor of Science, Finance, University of Northern Colorado, 2014
Certificate in Data Analytics, Rice University, 2019
Completed Level I of the CFA® Program
Member, Financial Management Association International, CFA Institute 2017- Present