Phone: 812-376-9444
Toll Free: 800-808-9444
Our Team

Roger Lee, CFA

Senior Research Analyst
- 6 Years Experience, 1 Year with Firm
- Chartered Financial Analyst since 2012
- B.S. Accounting, Binghamton University, 2008, Magna Cum Laude
- Passed Certified Public Accountant Examination, State of New York

Roger joined KM as a Senior Research Analyst in 2016. Prior to joining KM, he sharpened his research skills while on the investment teams of Pacific View Asset Management, the Artisan Partners Global Equity Fund, and Tradewinds Global Investors, a subsidiary of Nuveen Investments. He began his career in assurance services at Ernst & Young. Roger has been a licensed Certified Public Accountant in the State of New York since 2010.

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