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Sean Lee

Investment Consultant at Callan

Sean Lee, CFA, has served as an Investment Consultant at Callan since February 2005, where responsibilities include advising clients on hedge fund allocations and performing due diligence in manager selection. Prior experience includes roles as a Senior Analyst, Trader/Member at Bright Trading, and Trader/Para-Planner/Fund Analyst at California Financial Advisors. Sean Lee began a professional journey in finance as a Trading Representative at Round Hill Securities, Inc. Educational qualifications include a Master of Science in Business Administration with an emphasis on Management Information Systems from San Francisco State University and a Bachelor of Arts in Economics from the University of California, Davis.

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