Portfolio Analyst
Current
Mar 2020 - Present
AeroLeads people directory · profile
Eric Lee, Cfa Email & Phone Number
Portfolio Analyst at Weitz Investment Management
at
Weitz Investment Management
1 work email found
@weitzinvestments.com
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Portfolio Analyst at Weitz Investment Management
Location
Greater Minneapolis-St. Paul Area, United States
Company size
Who is Eric Lee, Cfa? Overview
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Quick answer
Eric Lee, Cfa is listed as Portfolio Analyst at Weitz Investment Management at Weitz Investment Management, a with 39 employees, based in Greater Minneapolis-St. Paul Area, United States. AeroLeads shows a work email signal at weitzinvestments.com and a matched LinkedIn profile for Eric Lee, Cfa.
Eric Lee, Cfa previously worked as Portfolio Analyst at Weitz Investment Management and VP - Senior Research and Due Diligence Analyst at Us Bank. Eric Lee, Cfa holds Mba, Finance from University Of North Dakota.
Company email context
Email format at Weitz Investment Management
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*@weitzinvestments.com
71% confidence
AeroLeads found 1 current-domain work email signal for Eric Lee, Cfa. Compare company email patterns before reaching out.
Profile bio
About Eric Lee, Cfa
Experienced Research Analyst with a demonstrated history of working in the investment management industry. Strong finance professional skilled in Portfolio Management, Securities, Asset Management, Credit, and Equities.
Listed skills include Mutual Funds, Investments, Portfolio Management, Asset Allocation, and 16 others.
Current workplace
Eric Lee, Cfa's current company
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Weitz Investment Management
5 roles · 30 years
Eric Lee, Cfa work experience
A career timeline built from the work history available for this profile.
Vp - Senior Research And Due Diligence Analyst
As a Senior Research and Due Diligence Analyst in the Traditional Investments Group, I provide investment manager due diligence and multi-manager portfolio construction expertise, supports enhancement of the research platform and selects products for new wealth management offerings. I am the asset class specialists on tax-exempt and taxable fixed income, real estate, and commodity related products.
Jun 2011 - Mar 2020
Senior Investment Analysts
Stevens Foster Financial Advisors
• Firm's Primary analyst on REITs, Real Estate Mutual Funds, Home Builders, Insurance sectors• Analyst on Minnesota based small/mid cap stocks • Review of client portfolios to ensure their asset allocation matches firm’s tactical allocation for client’s given investment objective• Supervise two associate investment analystsFor a list of states in which we are registered to do business, please visit www.stevensfoster.com. Securities offered through LPL Financial, Member FINRA/SIPC
Oct 2005 - Jun 2011
Credit Analyst
Aug 2004 - Sep 2005
Reporter - Devils Lake
Wdaz -Tv
1997 - 1999
~2 yrs
Team & coworkers
Colleagues at Weitz Investment Management
Other employees you can reach at weitzinvestments.com. View company contacts for 39 employees →
DR
Daniel Ryan
Colleague at Weitz Investment ManagementCharlotte, North Carolina, United States
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DS
Dan Sullivan, Mba
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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RR
Richard Rodriguez
Colleague at Weitz Investment ManagementPhoenix, Arizona, United States
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ZA
Zayan Atcha
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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EM
Eunice Miller
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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TC
Tom Carney, Cfa
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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AM
Andrew Mcclure
Colleague at Weitz Investment ManagementUnited States
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SB
Shar Bennett
Colleague at Weitz Investment ManagementPapillion, Nebraska, United States
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JD
John Detisch
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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MB
Mary Bickels
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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Daniel Ryan
Colleague at Weitz Investment ManagementCharlotte, North Carolina, United States
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DS
Dan Sullivan, Mba
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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RR
Richard Rodriguez
Colleague at Weitz Investment ManagementPhoenix, Arizona, United States
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ZA
Zayan Atcha
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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EM
Eunice Miller
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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TC
Tom Carney, Cfa
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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AM
Andrew Mcclure
Colleague at Weitz Investment ManagementUnited States
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SB
Shar Bennett
Colleague at Weitz Investment ManagementPapillion, Nebraska, United States
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JD
John Detisch
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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MB
Mary Bickels
Colleague at Weitz Investment ManagementOmaha, Nebraska, United States
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2 education records
Eric Lee, Cfa education
Mba, Finance
Bs, Communications
FAQ
Frequently asked questions about Eric Lee, Cfa
Quick answers generated from the profile data available on this page.
What company does Eric Lee, Cfa work for?
Eric Lee, Cfa works for Weitz Investment Management.
What is Eric Lee, Cfa's role at Weitz Investment Management?
Eric Lee, Cfa is listed as Portfolio Analyst at Weitz Investment Management at Weitz Investment Management.
What is Eric Lee, Cfa's email address?
AeroLeads has found 1 work email signal at @weitzinvestments.com for Eric Lee, Cfa at Weitz Investment Management.
Where is Eric Lee, Cfa based?
Eric Lee, Cfa is based in Greater Minneapolis-St. Paul Area, United States while working with Weitz Investment Management.
What companies has Eric Lee, Cfa worked for?
Eric Lee, Cfa has worked for Weitz Investment Management, Us Bank, Stevens Foster Financial Advisors, Mainstreet Bank, and Wdaz -Tv.
Who are Eric Lee, Cfa's colleagues at Weitz Investment Management?
Eric Lee, Cfa's colleagues at Weitz Investment Management include Daniel Ryan, Dan Sullivan, Mba, Richard Rodriguez, Zayan Atcha, and Eunice Miller.
How can I contact Eric Lee, Cfa?
You can use AeroLeads to view verified contact signals for Eric Lee, Cfa at Weitz Investment Management, including work email, phone, and LinkedIn data when available.
What schools did Eric Lee, Cfa attend?
Eric Lee, Cfa holds Mba, Finance from University Of North Dakota.
What skills is Eric Lee, Cfa known for?
Eric Lee, Cfa is listed with skills including Mutual Funds, Investments, Portfolio Management, Asset Allocation, Securities, Financial Modeling, Asset Management, and Financial Analysis.
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