Senior Investment Reporting Associate
Sam Lee is the Senior Investment Reporting Associate of The Atlantic Philanthropies and is responsible for preparing analytical investment and liquidity reports, collecting and organizing financial data, and maintaining various spreadsheets, databases and online document repositories. He is based in New York.
Prior to Atlantic, Mr. Lee worked as an Associate for Morgan Stanley for three years.
Mr. Lee earned a Bachelor of Science in Management Science and Information System from the Pennsylvania State University and holds the Chartered Financial Analyst® designation.