Adrian F. Lee, is the President and Chief Investment Officer of Adrian Lee & Partners, an employee-owned investment management firm dedicated exclusively to providing active currency management to institutional investors. The firm manages over $15 billion of institutional assets from offices in London and Dublin. Before founding this firm in 1999, Adrian was Managing Director of JP Morgan Investment Management’s Currency Overlay group in London.
Prior to developing and managing currency overlay at Morgan, Adrian was responsible for developing JP Morgan’s tactical currency models in the Capital Markets Research Group in New York. Prior to joining Morgan in 1980, Adrian worked for Winklevoss and Associates in Philadelphia and at the University of Pennsylvania as a lecturer in Statistics.
Adrian is the author of several publications on global asset allocation and active currency hedging; he was awarded the International Quantitative Group prize for outstanding research in 1990 for his work on currency. He was responsible for much of the industry’s original research and development work in the area of active currency management and is recognized globally as one of the founders of active currency overlay.
Adrian holds an MA in Mathematical Economics & Statistics from Trinity College, Dublin and an MBA in Finance & Actuarial Science from the Wharton School.