Lee Souter, Cfa, Frm, Fsa (Ifrs)
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Lee Souter, Cfa, Frm, Fsa (Ifrs) Email & Phone Number

VP, Director of ESG Strategy at FactSet at FactSet
Location: Chicago, Illinois, United States 8 work roles 3 schools
2 work emails found @factset.com 1 phone found area 515 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 2 work emails · 1 phone

Work email l****@factset.com
Direct phone (515) ***-****
LinkedIn Profile matched
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Current company
FactSet
Role
VP, Director of ESG Strategy at FactSet
Location
Chicago, Illinois, United States
Company size
8484 employees

Who is Lee Souter, Cfa, Frm, Fsa (Ifrs)? Overview

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Quick answer

Lee Souter, Cfa, Frm, Fsa (Ifrs) is listed as VP, Director of ESG Strategy at FactSet at FactSet, a company with 8484 employees, based in Chicago, Illinois, United States. AeroLeads shows a work email signal at factset.com, phone signal with area code 515, and a matched LinkedIn profile for Lee Souter, Cfa, Frm, Fsa (Ifrs).

Lee Souter, Cfa, Frm, Fsa (Ifrs) previously worked as VP, Director of ESG Strategy at Factset and VP, Analytics Specialist at Factset. Lee Souter, Cfa, Frm, Fsa (Ifrs) holds Master Of Science (M.S.), Actuarial Science - Mathematical Finance from Boston University.

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Email format at FactSet

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*@factset.com
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AeroLeads found 2 current-domain work email signals for Lee Souter, Cfa, Frm, Fsa (Ifrs). Compare company email patterns before reaching out.

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Profile bio

About Lee Souter, Cfa, Frm, Fsa (Ifrs)

CFA CharterholderCertified FRM

Listed skills include Portfolio Management, Investments, Fixed Income, Investment Management, and 24 others.

Current workplace

Lee Souter, Cfa, Frm, Fsa (Ifrs)'s current company

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FactSet
Factset
VP, Director of ESG Strategy at FactSet
norwalk, connecticut, united states
Website
factset.com
Employees
8484
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8 roles

Lee Souter, Cfa, Frm, Fsa (Ifrs) work experience

A career timeline built from the work history available for this profile.

Vp, Director Of Esg Strategy

Current
Factset

Chicago, Illinois, United States

Mar 2021 - Present

Vp, Analytics Specialist

Factset

Toronto, Ontario, Canada

- Responsible for prospecting and closing largest portfolio analytics relationships in Canada- Led development of multiple clients from start to multi-million dollar relationship- Focused on growing portfolio analytics business across firm type (insurance, pension, asset management, wealth) across all of Canada- Served as internal subject matter expert on.

Sep 2019 - Mar 2021

Fixed Income Analytics Specialist, Canada

Factset

Toronto, Canada

- Focused on growing fixed income analytics business across firm type (insurance, pension, asset management, wealth)- Served as internal subject matter expert on all areas of fixed income analysis and portfolio management- Assisted in development of FactSet's first Canadian office- Managed clients across 6 major markets across Canada

Mar 2017 - Sep 2019

Fixed Income Analytics Specialist, Northeast

Factset

Boston, MA

- Focused on growing fixed income analytics business across firm type (insurance, pension, asset management, wealth)- Served as internal subject matter expert on all areas of fixed income analysis and portfolio management- Award: Chairman's Club - 1st Half, 2014

Dec 2012 - Mar 2017

Investment Management Consultant

Factset

Boston, MA

- Partnered with over 300 investment professionals across the country, utilizing FactSet's proprietary software to improve their role within the investment-making decision process.- This included working with quantitative analysts, sales & trading groups, research and portfolio management teams, performance groups and wealth managers.

Jul 2010 - Dec 2012

Sales & Research Assistant, Financial Institutions Group

Evergreen Investments

Boston, MA

Worked with management, insides sales, and external wholesalers to develop sales ideas, create pitch material and research competitor funds to determine how to best position our product.Focused on improvement of financial advisory channel with secondary focus on institutional platforms/DCIO.Key stakeholders included director of national sales, national.

Feb 2008 - Jun 2009

Compliance Analyst

John Hancock Financial Network

Boston, MA

Worked with corporate anti-money laundering officer on daily anti-money laundering, anti-terrorist financing, privacy programs.Oversaw tracking process for 150 corporate and individual insurance licenses for senior officers to sell insurance in all 50 states, DC and PR.Assisted in database maintainence for 150+ non-proprietary company relationships.

Aug 2007 - Feb 2008

Business And Leadership Consultant

Phi Gamma Delta

Lexington, KY

May 2005 - Jun 2007
Team & coworkers

Colleagues at FactSet

Other employees you can reach at factset.com. View company contacts for 8484 employees →

FI Francis Ivan Odosis Francis Ivan Odosis Colleague at Factset Taguig, National Capital Region, Philippines, Philippines View → CA Camille Apolinar Camille Apolinar Colleague at Factset Binãn, Calabarzon, Philippines, Philippines View → SA Shakil Ahmed Shakil Ahmed Colleague at Factset Guwahati, Assam, India, India View → JD J D. J D. Colleague at Factset Norwalk, Connecticut, United States, United States View → 閻 閻乙樺 閻乙樺 Colleague at Factset Yokohama, Kanagawa, Japan, Japan View → RP Rupali Patil Rupali Patil Colleague at Factset Hyderabad, Telangana, India, India View → BE Betsy Ellsworth Betsy Ellsworth Colleague at Factset Framingham, Massachusetts, United States, United States View → DM Diddi Murali Krishna Diddi Murali Krishna Colleague at Factset Hyderabad, Telangana, India, India View → YS Yousuke Shirai Yousuke Shirai Colleague at Factset Tokyo, Tokyo, Japan, Japan View → NM Niti Malik Niti Malik Colleague at Factset Andhra Pradesh, India, India View →
3 education records

Lee Souter, Cfa, Frm, Fsa (Ifrs) education

Master Of Science (M.S.), Actuarial Science - Mathematical Finance

Boston University

Coursework includes Corporate Finance, Probability Theory, Financial Mathematics/Interest Theory, Actuarial Model Building, Database.

Bachelor Of Science (Bs), Mathematics

University Of Vermont

Activities and Societies: Phi Gamma Delta, Order of Omega Honorary Society, Alpha Phi Omega Service Fraternity, Student Government.

Education record

Wayland High School

Activities and Societies: Captain - Wrestling Team, Captain - Outdoor Track & Field, Varsity Football, Student Government, Student.

FAQ

Frequently asked questions about Lee Souter, Cfa, Frm, Fsa (Ifrs)

Quick answers generated from the profile data available on this page.

What company does Lee Souter, Cfa, Frm, Fsa (Ifrs) work for?

Lee Souter, Cfa, Frm, Fsa (Ifrs) works for FactSet.

What is Lee Souter, Cfa, Frm, Fsa (Ifrs)'s role at FactSet?

Lee Souter, Cfa, Frm, Fsa (Ifrs) is listed as VP, Director of ESG Strategy at FactSet at FactSet.

What is Lee Souter, Cfa, Frm, Fsa (Ifrs)'s email address?

AeroLeads has found 2 work email signals at @factset.com for Lee Souter, Cfa, Frm, Fsa (Ifrs) at FactSet.

What is Lee Souter, Cfa, Frm, Fsa (Ifrs)'s phone number?

AeroLeads has found 1 phone signal(s) with area code 515 for Lee Souter, Cfa, Frm, Fsa (Ifrs) at FactSet.

Where is Lee Souter, Cfa, Frm, Fsa (Ifrs) based?

Lee Souter, Cfa, Frm, Fsa (Ifrs) is based in Chicago, Illinois, United States while working with FactSet.

What companies has Lee Souter, Cfa, Frm, Fsa (Ifrs) worked for?

Lee Souter, Cfa, Frm, Fsa (Ifrs) has worked for Factset, Evergreen Investments, John Hancock Financial Network, and Phi Gamma Delta.

Who are Lee Souter, Cfa, Frm, Fsa (Ifrs)'s colleagues at FactSet?

Lee Souter, Cfa, Frm, Fsa (Ifrs)'s colleagues at FactSet include Francis Ivan Odosis, Camille Apolinar, Shakil Ahmed, J D., and 閻乙樺.

How can I contact Lee Souter, Cfa, Frm, Fsa (Ifrs)?

You can use AeroLeads to view verified contact signals for Lee Souter, Cfa, Frm, Fsa (Ifrs) at FactSet, including work email, phone, and LinkedIn data when available.

What schools did Lee Souter, Cfa, Frm, Fsa (Ifrs) attend?

Lee Souter, Cfa, Frm, Fsa (Ifrs) holds Master Of Science (M.S.), Actuarial Science - Mathematical Finance from Boston University.

What skills is Lee Souter, Cfa, Frm, Fsa (Ifrs) known for?

Lee Souter, Cfa, Frm, Fsa (Ifrs) is listed with skills including Portfolio Management, Investments, Fixed Income, Investment Management, Mutual Funds, Financial Services, Finance, and Equity Research.

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