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Jeffrey B. Lee, CFA
Jeffrey Lee is a senior investment analyst for CIBC Private Wealth Management in Boston. In this role, he focuses on hedge fund investments within the Multi-Manager Investment Program (MMIP).
Prior to joining the firm, Jeffrey served as an expert-in-residence at SOSV, a $500 million venture capital firm, assisting portfolio companies with scaling their businesses.
Previously, Jeffrey spent more than 12 years at Spring Mountain Capital, a New York-based investment management firm, where he most recently served as a vice president in the growth equity group, where he sourced, executed and advised investments in technology-enabled businesses and healthcare companies across North America. Prior to that time, he was a senior analyst in the fund-of-funds group, focusing on hedge fund and private equity fund investments.
Jeffrey received a Bachelor of Arts degree in economics from Cornell University and holds the Chartered Financial Analyst® designation. He is a member of the New York Society of Security Analysts and serves on the Advisory Council for Entrepreneurship at Cornell University.