Our leadership team has decades of experience investing in, partnering with, and working at
smaller public companies.
Director of Market Intelligence
Stephen Lee is a seasoned equity trader and analyst with over 20 years of experience, focusing on the US small and microcap companies. Prior to joining FNK IR, Stephen was the Senior Equity Trader/Principal at Boston Partners. He was the head trader for the small cap value and microcap value funds at WPG Partners. He also covered the energy sector, providing stock selection and research for the portfolios. He regularly provided macro and market insights and observations, publishing a quarterly report that was used for client distribution.
Stephen earned his B.S. in Economics with concentrations in Finance and Real Estate from the Wharton School at the University of Pennsylvania.