Tony J. Lee Senior Vice President and Portfolio Manager
Tony is responsible for managing client portfolios, including portfolio construction, manager evaluation, monitoring performance and rebalancing. He is a voting member of the Investment Committee and a member of the Allocation team in charge of the analysis and evaluation of funded accounts. Prior to joining Progress, Tony served as Senior Portfolio Manager at the San Francisco Employees’ Retirement System, where he was responsible for oversight of its $10 billion public equity portfolio. Before that, Tony was an Investment Officer at the State Universities Retirement System of Illinois overseeing the internal emerging manager of managers program. Tony’s past experience include various asset management, research and corporate finance roles at Citigroup, Silverado Capital, and Citadel Investment Group.
Tony holds an M.B.A. from the University of Illinois at Urbana-Champaign and a B.A. in Economics from the University of Chicago. He is a Board member of the Association of Asian American Investment Managers (AAAIM). Tony completed the Series 7 and 63 (inactive) securities examinations.