Current Role and Professional Background:
As Quantitative Data Analyst and Trader, Lee is responsible for trading client-held equity and fixed income securities. As Quantitative Data Analyst, Lee extracts, transforms, analyzes and presents data from multiple sources in firm-wide projects. Lee also assists with the firm’s equity and fixed income research. 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