Stanley G. Lee, CFA

Stanley G. Lee, CFA, Managing Director, joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. Stanley is an Associate Portfolio Manager for the Greene Group All Cap Intrinsic Value strategy and the Small Cap Intrinsic Value strategy. Prior to the acquisition, he was a portfolio manager at David J. Greene and Company, LLC, where he advised both taxable and institutional accounts and marketed the company’s strategies. Before joining David J. Greene, Stanley worked at Drexel Burnham Lambert and Paine Webber. He is a former member of the Board of Governors of the CFA Institute and previously was the New York region’s President Council Representative for the CFA Institute. Additionally, he has served as a member of the Private Wealth Advisory task force and the Professional Development Committee for the CFA Institute. He is also a former member of the Board of Directors of the New York Society of Security Analysts where he co-founded and was a former chair of the Private Wealth Management Committee. Stanley has served as frequent chair and speaker at industry conferences across the country. He is a member of the Board of Trustees of The Maritime Aquarium at Norwalk. He holds a BS in Business Management with a minor in Economics from Ithaca College. He has been awarded the Chartered Financial Analyst designation.