Daniel Lee, CFA
Managing Partner

Mr. Lee has over twenty years' experience working in corporate finance and project finance, credit and equity research, and investing throughout the capital structure. He was most recently a Director helping to manage a multi-billion dollar credit and equity portfolio for the UAW Retiree Medical Benefits Trust ("UAW Trust"). At the UAW Trust, he also served as the Interim Managing Director for Equities until the merger of Fixed Income and Equities at the firm. His other experience includes working at global banking and investment organizations. Mr. Lee is a CFA Charterholder.

MBA, Columbia Business School
BA, University of Michigan

The Sumitomo Trust & Banking Co., Ltd.
Credit Suisse First Boston
Union Capital Corporation
Morgan, Stanley & Co., Inc.
Washington Corner Capital Management, LP
Loomis, Sayles & Company, LP
UAW Retiree Medical Benefits Trust

Copyright © Waldenwood Advisors LLC (a Waldenwood Partners affiliate)
All rights reserved.