Calvin Lee

Mr. Calvin Lee is an Investment Strategist at GAMMA Investing LLC.
He is responsible for working with advisors to construct custom index strategies, providing transition analyses and ongoing support.
He has over 20 years of experience in portfolio management and quantitative optimization.
Prior to joining GAMMA, Mr. Lee was an ETF portfolio manager with iShares where he developed and managed many tax harvesting strategies.
He was also the Head of Interim Beta Strategies for BlackRock’s Transition Management Group.
After BlackRock, he spent 5 years as the senior transition manager at Penserra Securities.
Most recently, he was a financial planner at Shum Financial Group.
He has a Bachelor’s degree in Biological Sciences and Economics from the University of California at Davis and a Master’s degree in Financial Planning from Golden Gate University.