Wendy Lee, Sr. Client Portfolio Manager

Wendy LeeSr. Client Portfolio Manager

Wendy Lee, CFA, serves as Senior Client Portfolio Manager on the Main Street and Value Equity Teams. In this capacity Wendy is responsible for articulating the investment philosophy, process, strategy and performance on behalf of both Domestic Equity Teams. Prior to joining OppenheimerFunds, Wendy worked at Equinox Capital Management until its closing. She started with Equinox as Director of Fundamental and Quantitative Research and in 1998 she created the Core Value Equity Strategy which she managed until yearend 2006. Wendy was also CEO of Equinox and had responsibilities for new business development, client relationship management, and operations management. Prior to Equinox, Wendy was a partner at Brinson Partners where she worked as a Senior Equity Analyst and was a member of the Asset Allocation and Portfolio Construction Committees.

Wendy received her MBA with honors for highest achievement in Finance and Accounting from the University of Chicago. She graduated Summa Cum Laude, Phi Beta Kappa from Rutgers College and received an AB with highest departmental distinction in Economics. She is a CFA charterholder.