41
Years of Industry Experience
16
Years with Neuberger Berman
Stanley G. Lee, CFA, Managing Director, is an Associate Portfolio Manager for the Greene Group and BKS Select Group. He joined the firm in 2008 when David J. Greene and Company was acquired by Neuberger Berman. 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 previous member of the Board of Trustees for the Jewish Community Center of Stamford and 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.
