Olga Lee, CFA
Wealth Manager
Olga manages portfolios for individuals, families, and institutions. She spends a significant amount of her time on investment research and uses a blend of macroeconomic, industry and fundamental analysis in constructing fixed income and equity portfolios.
Prior to joining MONTAG in 2006, Olga spent seven years at SunTrust Bank as a portfolio manager and equity research analyst in the value-style discipline.
Olga is from St. Petersburg, Russia. She moved to the United States and attended a university as a Presidential Scholar and a collegiate tennis player. She played competitively throughout her 4 college years and still enjoys and plays the sport to this day. She and her husband, Dan, have two children.
PERSONAL & CIVIC AFFILIATIONS
- CFA Institute and CFA Society of Atlanta
Education
- M.B.A., Georgia State University
- B.S. in Business Administration, Shorter College, Summa Cum Laude
