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- Lee Spelman, CFA
Lee Spelman, CFA
Managing Director and Head of U.S. Equity
J.P. Morgan Investment Management Inc.
Lee Spelman, Managing Director, is the Head of U.S. Equity. She led the Client Portfolio Management from 2003 until 2016. An employee since 1989, Lee was previously a senior research analyst in the U.S. Equity Research group with responsibility for the technology sector. She was also the global technology sector team leader. Lee holds a B.S. in economics from the Wharton School of Business at the University of Pennsylvania and is a CFA charterholder. She is a trustee of the University of Pennsylvania. She holds Series 7, 24 and 63 licenses and is a member of CFA Society New York.