Stephen Lee, Cfa
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Stephen Lee, Cfa Email & Phone Number

Investment Professional, Private Markets at Kaiser Permanente
Location: Oakland, California, United States 8 work roles 2 schools
1 work email found @kaiserpermanente.org 1 phone found area 617 LinkedIn matched
✓ Verified Jun 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 1 phone

Work email s****@kaiserpermanente.org
Direct phone (617) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Kaiser Permanente
Role
Investment Professional, Private Markets
Location
Oakland, California, United States
Company size
130045 employees

Who is Stephen Lee, Cfa? Overview

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Quick answer

Stephen Lee, Cfa is listed as Investment Professional, Private Markets at Kaiser Permanente, a company with 130045 employees, based in Oakland, California, United States. AeroLeads shows a work email signal at kaiserpermanente.org, phone signal with area code 617, and a matched LinkedIn profile for Stephen Lee, Cfa.

Stephen Lee, Cfa previously worked as Director, Alternative Investments at Kaiser Permanente and Director, Investments at Kaiser Permanente. Stephen Lee, Cfa holds Mba, Finance And Accounting Emphasis from Santa Clara University.

Company email context

Email format at Kaiser Permanente

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*@kaiserpermanente.org
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Profile bio

About Stephen Lee, Cfa

Specialties: Asset management, hedge funds, private equity, private real assets, and fixed income.

Listed skills include Portfolio Management, Financial Modeling, Investments, Asset Management, and 17 others.

Current workplace

Stephen Lee, Cfa's current company

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Kaiser Permanente
Kaiser Permanente
Investment Professional, Private Markets
Oakland, CA, US
Website
kaiserpermanente.org
Employees
130045
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8 roles · 27 years

Stephen Lee, Cfa work experience

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

Director, Alternative Investments

Current
Kaiser Permanente

Oakland, California, US

  • Private and Multi Asset Class Investments:
  • Implementation of Kaiser’s privates and absolute program across: private equity, private real assets, private credit, direct/co-invest strategies and multi-asset class. Execution of direct/co-investments across.
  • Focus on monitoring of existing relationships and evaluation of new partnerships across various absolute return and risk parity strategies.
2015 - Present ~11 yrs 5 mos

Director, Investments

Kaiser Permanente

Oakland, California, US

  • Credit and Multi Asset Class Investments:
  • Execution of bespoke opportunistic credit mandates, including the formulation of specific guidelines and terms.
  • Expansion of fixed income mandate to include bank loan, emerging market debt, and convertible arbitrage strategies
  • Assisted with evaluation and rationalization of existing absolute return/hedge fund manager lineup and the refocus on a targeted program providing for opportunistic investments
  • Onboarded a new risk system, MSCI Risk Metrics, to provide a wholistic risk-based view on the pools of capital at Kaiser. Previously, the fixed income portfolio had been the primary focus of risk reporting
  • Co-led evaluation and recommendation of new defined contribution mandate to create customized Kaiser Permanente white label target date funds.
2012 - 2015 ~3 yrs

Private Wealth Management Specialist

Wells Fargo

San Francisco, California, US

2006 - 2007 ~1 yr
Team & coworkers

Colleagues at Kaiser Permanente

Other employees you can reach at kaiserpermanente.org. View company contacts for 130045 employees →

MC Margaret Cameron Margaret Cameron Colleague at Kaiser PermanenteSan Ramon, California, United States, United States View → JC Jaqueline Cortez Jaqueline Cortez Colleague at Kaiser PermanenteSan Leandro, California, United States, United States View → RS Ray Sandoval Ray Sandoval Colleague at Kaiser PermanenteSan Diego, California, United States, United States View → GA Gloria A Aispuro-Alvarez Gloria A Aispuro-Alvarez Colleague at Kaiser PermanenteColton, California, United States, United States View → KM Katie Minke Katie Minke Colleague at Kaiser PermanenteSacramento, California, United States, United States View → LC Linden Cunningham Linden Cunningham Colleague at Kaiser PermanenteSacramento, California, United States, United States View → AT Al Torrence Al Torrence Colleague at Kaiser PermanenteAntioch, California, United States, United States View → DG Denise Gershwin Denise Gershwin Colleague at Kaiser PermanenteSpring Valley, California, United States, United States View → KB Kristen Berger Kristen Berger Colleague at Kaiser PermanenteKnoxville, Tennessee, United States, United States View → MG Maria Guadalupe Reyes Maria Guadalupe Reyes Colleague at Kaiser PermanentePortland, Oregon, United States, United States View →
2 education records

Stephen Lee, Cfa education

Mba, Finance And Accounting Emphasis

Santa Clara University

Ba, Mass Communications

University Of California, Berkeley
FAQ

Frequently asked questions about Stephen Lee, Cfa

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

What company does Stephen Lee, Cfa work for?

Stephen Lee, Cfa works for Kaiser Permanente.

What is Stephen Lee, Cfa's role at Kaiser Permanente?

Stephen Lee, Cfa is listed as Investment Professional, Private Markets at Kaiser Permanente.

What is Stephen Lee, Cfa's email address?

AeroLeads has found 1 work email signal at @kaiserpermanente.org for Stephen Lee, Cfa at Kaiser Permanente.

What is Stephen Lee, Cfa's phone number?

AeroLeads has found 1 phone signal(s) with area code 617 for Stephen Lee, Cfa at Kaiser Permanente.

Where is Stephen Lee, Cfa based?

Stephen Lee, Cfa is based in Oakland, California, United States while working with Kaiser Permanente.

What companies has Stephen Lee, Cfa worked for?

Stephen Lee, Cfa has worked for Kaiser Permanente, Fremont Group, Wells Fargo, Santa Clara University, and Mellon Capital Management.

Who are Stephen Lee, Cfa's colleagues at Kaiser Permanente?

Stephen Lee, Cfa's colleagues at Kaiser Permanente include Margaret Cameron, Jaqueline Cortez, Ray Sandoval, Gloria A Aispuro-Alvarez, and Katie Minke.

How can I contact Stephen Lee, Cfa?

You can use AeroLeads to view verified contact signals for Stephen Lee, Cfa at Kaiser Permanente, including work email, phone, and LinkedIn data when available.

What schools did Stephen Lee, Cfa attend?

Stephen Lee, Cfa holds Mba, Finance And Accounting Emphasis from Santa Clara University.

What skills is Stephen Lee, Cfa known for?

Stephen Lee, Cfa is listed with skills including Portfolio Management, Financial Modeling, Investments, Asset Management, Hedge Funds, Valuation, Equities, and Corporate Finance.

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