Wendy Lee, Client Portfolio Manager

Wendy LeeClient Portfolio Manager, Equities

Wendy Lee serves as a senior client portfolio manager for the Value Equity Team and Main Street Equity Team. In this capacity, she is responsible for articulating the investment philosophy, process, strategy and performance on behalf of both investment teams. Prior to joining OppenheimerFunds, Inc. in April 2011, Wendy worked at American National Bank, Brinson Partners as well as Equinox Capital where she served in various roles, including Director of Research, Portfolio Manager and CEO. Most recently Wendy was the founding partner of FarView Capital Advisors. Wendy received her MBA with honors for highest achievement in Finance and Accounting from the University of Chicago. She was graduated Summa cum laude, Phi Beta Kappa from Rutgers College and received an AB with highest departmental distinction in Economics. She has earned the Chartered Financial Analyst designation.