Olga Lee, CFA
Olga manages portfolios for individuals and families, and spends a significant amount of her time on investment analysis.
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 in 1995, won a collegiate tennis scholarship, and played competitively throughout her college years. She and her husband, Dan, have two children, and enjoy spending much of their time together as a family.
PERSONAL & CIVIC AFFILIATIONS
- CFA Institute and CFA Society of Atlanta
- M.B.A., Georgia State University
- B.S. in Business Administration, Shorter College