Vice President & Assistant Portfolio Manager

Simon Lee graduated from Loyola Marymount University (B.B.A. and M.B.A.). Mr. Lee holds the Chartered Financial Analyst designation and is a member of the CFA Society of Los Angeles.

Prior to joining Osterweis Capital Management in 2008, Mr. Lee was a key member of the investment management team at Pacific Life Insurance Company, where he managed high yield and convertible bond portfolios, originated and managed two collateralized bond obligation funds, and was actively involved in the credit default swap market for the high yield bond portfolio. Prior to that, Mr. Lee was a Research Analyst with E. F. Hutton Life and Executive Life from 1980 to 1985.

Mr. Lee is a principal of the firm and an Assistant Portfolio Manager for the fixed income strategy.

Invest With Us

Learn More

Email Update

Back to Top