Helen Lee, Consultant
Helen Lee serves as a Consultant, bringing years of experience managing investment portfolios and relationships. Helen came to Syntrinsic after serving almost two decades in various roles with financial technology, investment management, and pension/retirement plans.
Prior to joining Syntrinsic, Helen was with Trust Company of America where she on-boarded registered investment advisors to a new custody/trading platform, offered business solutions, and developed client relationships. As a director of client relations at Galliard Capital Management, Helen managed over 20+ institutional client relationships. She was charged with providing dedicated service to the firm’s fixed income clients. Prior to her client service roles, she spent 16+ years managing the investments for corporate and public sector pension/retirement plans. As an investment management specialist for United Launch Alliance, Helen managed the various investment portfolios for company-sponsored pension, retirement, and health & welfare plans, directing the growth of the portfolios from $75M to $1B in total AUM. She also managed the company’s short term cash investments, which ranged from $200M to $1B. As an assistant portfolio manager for the Denver Employees Retirement Plan, she assisted in the management of an in-house $100M fixed income portfolio where she was responsible for research, trades, and reporting. Additionally, as an investment analyst for the externally-managed investments, Helen was responsible for the day-to-day relationships with the investment managers, reporting, and monthly board presentations.
Helen earned her Bachelor of Science in Finance from the University of Colorado at Boulder, and a Master of Business Administration from the University of Denver. She has earned her Series 65 through FINRA.
Helen grew up in Colorado, and enjoys spending time in the mountains and on the beach with her two boys. She volunteers at various non-profit organizations.
There is an old saying that says, “Don’t judge a man until you’ve walked a mile in his shoes.” While the origin of this quote is debated, and there are several versions, the underlying meaning is not lost. As humans, we live life in different ways; define and experience varying degrees of happiness, sorrow, anger, trials and tribulations. It is convenient to judge others from an outsider’s perspective and label them in simplistic terms. Empathy is not new but somehow it is being tossed around like a latest trend maybe because it was missing in our lives.
I have been fortunate to be given the responsibility of raising two young boys, and what great time in their lives to teach them about empathy. Along with them, I open my eyes, heart, and mind wider than before so that we can be a collective voice for those in need. I am excited to be part of Syntrinsic where the values align with our clients’.