Adrian F. Lee

Adrian is a founding partner of Adrian Lee & Partners. Before founding this firm in 1999, Adrian was Managing Director of JP Morgan Investment Management’s Currency Overlay group in London. Prior to developing and managing currency overlay at Morgan, Adrian was responsible for developing JP Morgan’s tactical currency models in the Capital Markets Research Group in New York. Prior to joining JP Morgan, Adrian worked for Winklevoss and Associates (Consulting Actuaries) in Philadelphia and at the University of Pennsylvania as a lecturer in Statistics. Adrian is the author of several publications on global asset allocation and currency hedging; he was awarded the International Quantitative Group prize for outstanding research in 1990 for his work on currency. He was responsible for much of JP Morgan’s and the industry’s original research and development work in the area of currency overlay management and is recognized globally as one of the founders of currency overlay.  Adrian holds an MA in Mathematical Economics & Statistics from Trinity College, Dublin and an MBA in Finance & Actuarial Science from the Wharton School. Outside of work, Adrian enjoys offshore sailing and fencing.