Robert Lee Email & Phone Number

A highly accomplished Senior Executive with many years of success in private equity, investment banking, alternative investments, and real estate investing. Leveraging extensive experience in financial IT management, he is a valuable asset for legacy tech transformation to the cloud and driving digital strategy and roadmap. His broad areas of expertise include international business; strategic planning; portfolio management; corporate governance; capital markets; cybersecurity; CRM; asset management; investor relations; and data warehousing. In his executive career, Robert has held leadership positions at Clayton Dubilier & Rice (CIO); Morgan Stanley Merchant Banking Partners (CIO); and Credit Suisse Private Equity (CIO). As an action-oriented leader drawing on strong capital markets experience for effective digital innovation, he has demonstrated consistent success in managing through disruption and investing for the future to scale business in rapid-change economic environments. As CIO for a premier global private equity firm investing in healthcare, industrial, tech services, and consumer, Robert leads its technology transformation to modernize legacy platforms, optimize cloud solutions, implement mobility, and boost cybersecurity. As CIO for an international alternative asset management company with over $100B AUM in private equity, mezzanine, real estate, and infrastructure, Robert directs all technology and systems architecture across investor services, deal pipeline, trading, portfolio/asset management, financing, and risk – leading overall IT strategy with full reporting responsibility to executive committees on status, financials, and governance.