Grace Lee is a Portfolio Manager at Columbia Threadneedle Investments. She is a member of 3-person portfolio management team responsible for $7B AUM in Convertibles, Flexible Capital Income, and Dividend Opportunities funds.
Previously, she was Vice President / Senior Equity Analyst at Mutual of America Capital Management and Daiwa Asset Management. She was also an Investment Principal at Fifth Street Capital, and Vice President / Associate Research Analyst at Bear Stearns. Prior to this, Grace was an Investment Banking Analyst at Merrill Lynch.
Grace holds a Bachelor’s degree in Economics and Political Science from Stanford University and an MBA from Harvard Business School.
Ticker | Fund Name | Net Asset ($ M)* |
---|---|---|
CDOYX | Columbia Dividend Opportunity Fund | $2460 M |
* Net Assets include for all classes