Lee Spelman, CFA

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Lee Spelman, CFA

Lee Spelman, CFA
Managing Director and Head of U.S. Equity Client Portfolio Managers
J.P. Morgan Investment Management Inc.

Ms. Spelman serves as the Managing Director and Head of U.S. Equity Client Portfolio Managers at J.P. Morgan Investment Management Inc. Ms. Spelman served as a Senior Research Analyst and Global Technology Sector Team Leader at J.P. Morgan Investment Management Inc. She joined J.P. Morgan Investment Management Inc. in 1989, is a member of the large cap core team, disciplined equity team, REITs strategy team, and analyst large cap team. She previously was a member of the U.S. equity research group, following computer hardware and software sectors. Prior to this, she was a Partner and Director of Research at Martin Simpson & Co. Ms. Spelman is a member of The New York Society of Security Analysts. She is a C.F.A. charter holder and holds Series 7, 24, and 63 licenses. Ms. Spelman received a B.S. in Economics from Wharton School of Business at the University of Pennsylvania.

Upcoming Events

October 2017
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