Joan Lee

senior vice president, Unigestion

Joan Lee, senior vice president, is an investment manager within the Cross Asset
Solutions team. She joined Unigestion in November 2015. Joan began her career in 2008 as an investment consultant at Deloitte and subsequently, at Russell Investments.

In 2012 she joined State Street, where she spent time on equity sales, FX sales trading and prime brokerage desks before joining State Street Associates, State Street’s partnership with renowned academics at Harvard and MIT. Joan was responsible for multi-asset quantitative research for institutional investors, with a focus on portfolio construction and risk management methodologies.

Joan holds a bachelor in Mathematics, Operational Research, Statistics and Economics from the University of Warwick and a masters in Finance from the University of Cambridge. She is also a CFA charter holder.