Profile
Mr. Timothy A. Lee, CFA, is a Senior Credit Analyst at SVB Asset Management.
In this role, he researches and recommends fixed-income investments in the corporate, municipal, sovereign and securitized product sectors.
Before joining SVB, he researched and recommended investments for public pension plans at an investment consulting firm.
In addition, he was a senior member of the fixed-income markets practice at Bloomberg L.P., where his focus included macroeconomics and strategies in the interest rate, securitized products and credit sectors.
He began his career managing and structuring mortgage-backed securities.
Mr. Lee earned a master’s degree in economics and a bachelor’s degree with honors in international relations and economics from San Francisco State University.
Tim Lee active positions
| Companies | Position | Start |
|---|---|---|
SVB Asset Management
SVB Asset Management Investment ManagersFinance SVB Asset Management utilizes both top-down and bottom-up portfolio management approaches. Their investment process includes quantitative and qualitative analysis using its own and third-party proprietary systems and methods. The firm offers three primary investment strategies: Corporate Cash Management Strategy, Total Return Strategy and ESG Strategy. | Analyst-Fixed Income | 31/12/2011 |
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| Private companies | 2 |
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SVB Asset Management
SVB Asset Management Investment ManagersFinance SVB Asset Management utilizes both top-down and bottom-up portfolio management approaches. Their investment process includes quantitative and qualitative analysis using its own and third-party proprietary systems and methods. The firm offers three primary investment strategies: Corporate Cash Management Strategy, Total Return Strategy and ESG Strategy. | Finance |
San Francisco State University
San Francisco State University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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