![Susan Lee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Susan Lee
Gestionnaire de Portefeuille-Actions chez
Wellington Management Co. LLP
Profil
Susan Lee is currently a Portfolio Manager at Wellington Management Co. LLP since 2025.
Formerly, Ms. Lee was a Senior Analyst at Cinctive Capital Management LP from 2023 to 2025, a Portfolio Manager at Moore Capital Management LP from 2020 to 2023, an Analyst at Cadian Capital Management LP from 2013 to 2020, an Investment Analyst at Moore Capital Management LP from 2010 to 2012, an Investment Analyst at Citigroup Asset Management (United States) in 2010, a Partner & Investment Analyst at Cooper Hill Partners LLC (Investment Management) in 2007, an Associate Analyst at UBS Securities LLC in 2003, and a Research & Clinical Associate at Harvard Medical School in 2001.
Ms. Lee completed undergraduate education at Wesleyan University.
Postes actifs de Susan Lee
| Sociétés | Poste | Début |
|---|---|---|
Wellington Management Co. LLP
 Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Gestionnaire de Portefeuille-Actions | 01/11/2025 |
Anciens postes connus de Susan Lee
| Sociétés | Poste | Fin |
|---|---|---|
Cinctive Capital Management LP
 Cinctive Capital Management LP Investment ManagersFinance Cinctive employs a multi-manager approach to Long/Short Equity, Macro, and Quantitative investment strategies. Their structure seeks to capitalize on a dedicated specialist approach within each strategy to maximize diversification and alpha generation while minimizing correlation and overlap. | Analyst-Equity | 01/11/2025 |
Moore Capital Management LP
 Moore Capital Management LP Investment ManagersFinance Moore Capital generally bases investment decisions on their analysis of fundamental economic, financial and political events, their analysis of the markets themselves and their analysis of the potential risk and reward of a market position. The firm mainly uses fundamental and price and market analysis. In weighing factors to make investment decisions, they pay close attention to each investment's risk-reward potential, how it fits into the risk profile of the entire portfolio and whether it is consistent with their global macro view. | Gestionnaire de Portefeuille-Actions | 01/09/2023 |
Cadian Capital Management LP
 Cadian Capital Management LP Investment ManagersFinance Cadian Capital manages funds which seek long-term capital appreciation from investments in equity securities of companies in the global telecommunications, media and technology sectors as well as in consumer, healthcare, industrials, financial services and technology and other related sectors. To implement the above strategy, the firm focuses on fundamental stock research and selection through a disciplined upside/downside analysis. They take a value-oriented approach to the sectors in which the funds invest, drawing upon the deep sector experience of their personnel across geographies and asset classes. Cadian Capital focuses on seeking to minimize market and other systemic risks to the funds’ portfolios. The firm aims conservative net beta exposure through alpha generative long and short positions. | Analyst-Equity | 01/01/2020 |
Moore Capital Management LP
Moore Capital Management LP Investment ManagersFinance Moore Capital generally bases investment decisions on their analysis of fundamental economic, financial and political events, their analysis of the markets themselves and their analysis of the potential risk and reward of a market position. The firm mainly uses fundamental and price and market analysis. In weighing factors to make investment decisions, they pay close attention to each investment's risk-reward potential, how it fits into the risk profile of the entire portfolio and whether it is consistent with their global macro view. | Analyst-Equity | 01/01/2012 |
Harvard Medical School
 Harvard Medical School Other Consumer ServicesConsumer Services Functions as a College/University | Corporate Officer/Principal | 01/01/2001 |
Formation de Susan Lee
Expériences
Fonctions occupées
Actives
Inactives
Sociétés cotées
Entreprise privées
Relations
65
Relations au 1er degré
9
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 9 |
|---|---|
Wellington Management Co. LLP
Wellington Management Co. LLP Investment ManagersFinance WMC relies on their extensive independent research and includes portfolio management styles and approaches in equities, fixed income securities, currencies and commodities, as well as asset allocation across these categories. The firm has several different disciplines when approaching research and these include asset allocation analysts, currency analysts, data scientists, factor analysts, fixed income credit analysts, fixed income market analysts, global industry analysts and research associates, macro-analysts, quantitative analysts and technical analysts. | Finance |
Moore Capital Management LP
Moore Capital Management LP Investment ManagersFinance Moore Capital generally bases investment decisions on their analysis of fundamental economic, financial and political events, their analysis of the markets themselves and their analysis of the potential risk and reward of a market position. The firm mainly uses fundamental and price and market analysis. In weighing factors to make investment decisions, they pay close attention to each investment's risk-reward potential, how it fits into the risk profile of the entire portfolio and whether it is consistent with their global macro view. | Finance |
Cooper Hill Partners LLC (Investment Management)
 Cooper Hill Partners LLC (Investment Management) Investment ManagersFinance Copper is a longer-term, high portfolio turnover shop with a focus on value. They invest long/short in the biotechnology sector. | Finance |
UBS Securities LLC
 UBS Securities LLC Investment Banks/BrokersFinance Provides brokerage services | Finance |
Wesleyan University
 Wesleyan University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Cadian Capital Management LP
Cadian Capital Management LP Investment ManagersFinance Cadian Capital manages funds which seek long-term capital appreciation from investments in equity securities of companies in the global telecommunications, media and technology sectors as well as in consumer, healthcare, industrials, financial services and technology and other related sectors. To implement the above strategy, the firm focuses on fundamental stock research and selection through a disciplined upside/downside analysis. They take a value-oriented approach to the sectors in which the funds invest, drawing upon the deep sector experience of their personnel across geographies and asset classes. Cadian Capital focuses on seeking to minimize market and other systemic risks to the funds’ portfolios. The firm aims conservative net beta exposure through alpha generative long and short positions. | Finance |
Harvard Medical School
Harvard Medical School Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Citigroup Asset Management (United States)
 Citigroup Asset Management (United States) Investment ManagersFinance Profile Unavailabl | Finance |
Cinctive Capital Management LP
Cinctive Capital Management LP Investment ManagersFinance Cinctive employs a multi-manager approach to Long/Short Equity, Macro, and Quantitative investment strategies. Their structure seeks to capitalize on a dedicated specialist approach within each strategy to maximize diversification and alpha generation while minimizing correlation and overlap. | Finance |
