Wendy D. Lee

Founding Partner at FarView Capital Advisors

Wendy D. Lee

Wendy D. Lee

Founding Partner at FarView Capital Advisors

Overview
Career Highlights

Equinox Capital Management LLC
FarView Capital Advisors

RelSci Relationships

982

Number of Boards

6

Number of Awards

1

Contact Data
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Relationships
RelSci Relationships are individuals Wendy D. Lee likely has professional access to. A relationship does not necessarily indicate a personal connection.

Senior Counsel at Sullivan & Cromwell LLP

Relationship likelihood: Strong

Executive Editor at American Journal of Ophthalmology

Relationship likelihood: Strong

Professional at American Hospital of Paris

Relationship likelihood: Strong

Member, Board of Trustees at HKI Support, Inc.

Relationship likelihood: Strong

Former Vice President-United States Eye Care Sales at Allergan, Inc.

Relationship likelihood: Strong

Executive Vice President, Asia Pacific at Fossil Group, Inc.

Relationship likelihood: Strong

Former Chief Information Officer at Miles Health Care, Inc.

Relationship likelihood: Strong

Former Partner at The Goldman Sachs Group, Inc.

Relationship likelihood: Strong

Professor at Cornell University

Relationship likelihood: Strong

President, Chief Financial Officer & Director at Mogo, Inc.

Relationship likelihood: Strong

Paths to Wendy D. Lee
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Wendy D. Lee
Founding Partner at FarView Capital Advisors
Family Members
Spouse
Former Managing Director at Robeco Weiss, Peck & Greer Investments

Robeco Weiss Peck & Greer Investment provides a broad range of product offerings, including taxable and tax-exempt fixed-income (both investment grade and below investment grade), equity and alternative investment strategies. Products are managed by individual specialized investment teams, each following its own disciplined investment philosophy, process and approach. Investment strategies are offered through separate accounts and commingled and mutual funds, the Robeco Investment Funds.

Education
AB with Highest Departmental Disctinction in Economics, summa cum laude, Phi Beta Kappa

Rutgers, The State University of New Jersey, is a leading national research university and the state’s preeminent, comprehensive public institution of higher education. Rutgers is dedicated to teaching that meets the highest standards of excellence; to conducting research that breaks new ground; and to providing services, solutions, and clinical care that help individuals and the local, national, and global communities where they live. Founded in 1766, Rutgers teaches across the full educational spectrum: preschool to precollege; undergraduate to graduate; postdoctoral fellowships to residencies; and continuing education for professional and personal advancement.

MBA in Finance & Accounting, with Honors

The University of Chicago Booth School of Business is a graduate business school located in Chicago, Illinois, at the University of Chicago. Formerly known as the University of Chicago Graduate School of Business, Chicago Booth is the second-oldest business school in the U.S., the first such school to offer an Executive MBA program, and the first to initiate a Ph.D. program in business. The school was renamed in 2008 following a $300 million endowment gift to the school by alumnus David G. Booth. The school has the third-largest endowment of any business school. The school's flagship campus is located in the Hyde Park neighborhood of Chicago on the main campus of the university. The school also maintains additional campuses in London and Asia (originally Singapore, but in July 2013 a move to Hong Kong was announced), as well as in downtown Chicago on the Magnificent Mile. In addition to conducting graduate business programs, the school conducts research in the fields of finance, economics, quantitative marketing research, and accounting. Chicago Booth is currently ranked first in the United States by Bloomberg Businessweek and first globally by the Economist.

Career History
Founding Partner
Tenure Unconfirmed
Senior Client Portfolio Manager, Equities
2011 - Prior

OppenheimerFunds, Inc. has been helping investors achieve their financial goals since 1960. We are one of the nation's largest and most respected asset management companies. At OppenheimerFunds, we believe that in order for you to reach your financial goals, your investments must perform. That is why investment excellence—over the long term and across the range of our products—is our highest priority. OppenheimerFunds and its controlled affiliates offer a broad range of products and services to individuals, corporations and institutions, including mutual funds, separately managed accounts, investment management for institutions, qualified retirement plans and subadvisory investment-management services. OppenheimerFunds is widely recognized as a leader in educating and empowering investors and for its award-winning customer service. To help us make this site of more value to you, we would appreciate your feedback. Contact us to share your thoughts or suggestions.

Chief Executive Officer
1992 - 2008

Equinox's uses both quantitative and fundamental methods for selecting stocks. A proprietary multi-factor model combines valuation and market sentiment measures to identify potential purchase candidates within their universe. Undervalued stocks are initially identified by comparing each stock's fundamental valuation relative to its history and its peer group. Measures of market sentiment are then employed to time their purchase closer to the stock's inflection point.The fundamental research process involves analyzing each company's financial statements as well as interviewing company management. Equinox's research team expands on this process by questioning other sources of information such as a company's suppliers, competitors, industry consultants and university professors.Equinox focuses on large-cap US equities in several sectors including, but not limited to, finance, energy minerals and manufacturing. They maintain a high turnover.

Boards & Committees
Member of the Asset Allocation Committee
1985 - 1992
Member, Board of Directors
Prior - 2015

The Little Sisters of the Assumption Family Health Service, founded in 1958, is a nonprofit, community-based organization working with the people of East Harlem to address the physical. emotional, educational, and spiritual dimensions of family health.

Member of the Dean's Advisory Council
Prior
Non-Profit Donations & Grants

Learn how non-profit organizations benefit from RelSci
$5,000 - $10K
2018

Helen Keller International provides social services. It builds local capacity to combat blindness and malnutrition by establishing sustainable programs. The firm also provides scientific technical assistance, as well as research and data, to governments and international, regional, national, and local organizations to help expand current approaches and develop new ones. The company was founded by Helen Keller in 1915 and is headquartered in New York, NY.

$1,000 - $4,999
2016

Helen Keller International provides social services. It builds local capacity to combat blindness and malnutrition by establishing sustainable programs. The firm also provides scientific technical assistance, as well as research and data, to governments and international, regional, national, and local organizations to help expand current approaches and develop new ones. The company was founded by Helen Keller in 1915 and is headquartered in New York, NY.

$5,000 - $10K
2015

Helen Keller International provides social services. It builds local capacity to combat blindness and malnutrition by establishing sustainable programs. The firm also provides scientific technical assistance, as well as research and data, to governments and international, regional, national, and local organizations to help expand current approaches and develop new ones. The company was founded by Helen Keller in 1915 and is headquartered in New York, NY.

Awards & Honors
CFA (Chartered Financial Analyst)
Events
Attendee
2011 Spirit of Helen Keller Gala

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