Profil
Ms. Rose S.
Lee is a Head of Investment Solutions at Rockefeller & Co. LLC.
She serves as Managing Director and Head of Investment Solutions at Rockefeller Capital Management.
She is a member of the firm’s Management Committee.
Before joining Rockefeller Capital Management, She served as Head of Structured Product Sales & Development at Credit Suisse, where she focused on cross-asset investor products, including exchange traded products.
In six years there, she was also co-head of the global electronic structured products platform initiative, a member of the Americas Equity Derivatives Management Committee, and Director of the Promotion Committee.
Prior to Credit Suisse, She spent 14 years at Goldman Sachs where she built the institutional structured solutions business and served as Head of Institutional Structured Notes.
She also held multiple leadership positions in Synthetic Convertibles, Structured Equity Solutions, and the Structuring Sales Strategist group.
She began her career in strategy consulting.
She holds an MBA from Columbia University and bachelor’s degree in psychology from Dartmouth College
Anciens postes connus de Rose Sojung Lee
| Sociétés | Poste | Fin |
|---|---|---|
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Head-Equity Investments | 01/08/2024 |
Formation de Rose Sojung Lee
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| Entreprise privées | 2 |
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Columbia Business School
Columbia Business School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Rockefeller & Co. LLC
Rockefeller & Co. LLC Investment ManagersFinance RAM offers global, US, international, dedicated environmental, social, and governance (ESG), thematic/ climate solutions equity strategies across the capitalization range. The firm pairs their distinctive worldview and long-term investment horizon with thorough fundamental research, combining traditional and non-traditional analysis to help their clients achieve their investment objectives. RAM’s taxable and tax-exempt fixed income strategies generally employ a conservative approach to US fixed income markets and emphasize capital preservation and current income. Portfolios are constructed through combining top-down macroeconomic views and bottom-up fundamental analysis to inform their investment approach. | Finance |
















