Profile
Mr. Joseph Lee, CFA MBA, is a Partner, Head of Risk Management & Trader at Heard Capital LLC.
He joined the firm in September 2014 and is responsible for overseeing risk management, trading and execution.
In addition, Mr. Lee supports the firm’s portfolio attribution analysis and quantitative research processes.
Prior to joining Heard Capital LLC, Mr. Lee was a discretionary futures trader, specializing in Treasury yield curve spreads and TED spreads.
In that role,he was responsible for researching, developing and executing both momentum and mean reversion driven strategies.
Mr. Lee earned an MBA with honors distinction from the University of Chicago Booth School of Business and a Bachelor of Arts in Economics from the University of Chicago.
He is a CFA charter holder and is a Member of the CFA Society of Chicago.
Joseph Lee active positions
| Companies | Position | Start |
|---|---|---|
Heard Capital LLC
 Heard Capital LLC Investment ManagersFinance Heard Capital LLC is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by William Heard in 2010. Heard Capital serves as the general partner and the Manager of Heard Opportunity Master Fund LP and Heard High Conviction Long Only Fund LLC. They also provide separately managed account services to pension and profit sharing plans and charitable organizations. | Trading-Equity | 31/08/2014 |
Training of Joseph Lee
| The University of Chicago | Undergraduate Degree |
| The University of Chicago Booth School of Business | Masters Business Admin |
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Linked companies
| Private companies | 1 |
|---|---|
Heard Capital LLC
Heard Capital LLC Investment ManagersFinance Heard Capital LLC is an independent, SEC-registered investment advisor headquartered in Chicago, Illinois. The firm was founded by William Heard in 2010. Heard Capital serves as the general partner and the Manager of Heard Opportunity Master Fund LP and Heard High Conviction Long Only Fund LLC. They also provide separately managed account services to pension and profit sharing plans and charitable organizations. | Finance |
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