Investment Strategist
Dimensional Fund Advisors
Courtney Lee is an Investment Strategist at Dimensional Fund Advisors. An equity portfolio strategist, she is responsible for the effective communication of Dimensional’s investment approach and strategies to clients and prospects.
Prior to Dimensional, Courtney was an active quantitative equity portfolio specialist and assistant vice president with State Street Global Advisors. She served as a subject matter expert for the firm’s active quantitative equity strategies and was responsible for clearly articulating and providing updates on its investment philosophy, process, and solutions.
Courtney holds an MBA in finance from Washington University and a bachelor’s degree in business economics from Brown University.
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Friday, September 29, 2023
9:00 AM – 10:00 AM MST