Vice President & Director of Institutional Relations
Scott Lee graduated from the University of California, Santa Cruz (B.S. in Economics). Mr. Lee holds the Chartered Financial Analyst designation.
Prior to joining Osterweis Capital Management in 2017, Mr. Lee most recently served as Managing Director for Franklin Templeton’s U.S. Institutional business. Prior to this position, he served as Senior Vice President, with responsibility for establishing and managing strategy for the U.S. Institutional sales, relationship management and consultant relations teams. As Senior Vice President within Franklin Templeton’s Retirement Division, Mr. Lee previously was charged with development and managing all aspects of strategy leading the institutional defined contribution investment only business.
Mr. Lee is a member of the Security Analysts of San Francisco (SASF) and the CFA Institute. He is a former board member of the San Mateo County Employees’ Retirement Association as well as an advisor on San Mateo County’s Investment Pool.
Mr. Lee is a principal of the firm and is responsible for overseeing Osterweis Capital Management’s Institutional business.