M.B.A., finance and accounting, Stern School of Business, New York University; B.A., economics, Dartmouth College; CFA charterholder
Summary of Experience
Ms. Lee specializes in the application of economic and financial theory to questions arising in complex securities and finance litigation. Her litigation and advisory experience includes analyses of municipal bonds and interest rate swaps, auction-rate securities, student loan asset-backed securities, residential mortgage-backed securities, hedge funds, and mutual funds. Ms. Lee has supported experts on issues of class certification, causation, and damages in securities fraud cases alleging misrepresentation and omissions; issues in asset management firms; and manipulation of financial markets. She has provided testimony in front of Financial Industry Regulatory Authority (FINRA) arbitration panels. Ms. Lee spent more than 10 years in the economic consulting industry prior to joining Analysis Group, and has earned the right to use the Chartered Financial Analyst designation.