Adrian F. Lee

Adrian F. Lee is President and Chief Investment Officer of Adrian Lee & Partners Limited, an investment management firm dedicated to providing active currency and global macro management to institutional investors. Before founding this firm in 1999, he was Managing Director of JP Morgan Investment Management Currency Overlay group in London.

Prior to developing and managing currency overlay at Morgan, Mr. Lee was responsible for developing JP Morgan’s tactical currency models in the Capital Markets Research Group in New York. Prior to joining Morgan, he worked for Winklevoss and Associates (Consulting Actuaries) in Philadelphia and at the University of Pennsylvania as a lecturer in Statistics.

Mr. Lee is the author of several publications on global asset allocation and currency hedging; he was awarded the International Quantitative Group prize for outstanding research in 1990 for his work on currency. He was responsible for much of the industry’s original research and development work in the area of currency overlay management. He is recognized globally as one of the founders of currency overlay.

Mr. Lee holds an MA in Mathematical Economics & Statistics from Trinity College, Dublin and an MBA in Finance & Actuarial Science from the Wharton School.