Samuel Rhee
About Samuel Rhee
Samuel Rhee is a seasoned finance professional serving as Co-Founder, Chairman, and Chief Investment Officer at Endowus since 2018. He has held various leadership roles, including Independent Board Member at NAVER Corp and former CEO of Morgan Stanley Investment Management in Asia, and is recognized for his focus on leveraging technology to address financial challenges.
Work at Endowus
Samuel Rhee serves as Co-Founder, Chairman, and Chief Investment Officer at Endowus since 2018. Under his leadership, Endowus has positioned itself as a key player in the financial technology sector, focusing on addressing challenges related to retirement adequacy and the global pension crisis. The firm has attracted significant investment from major global financial institutions and prominent Asian families, reflecting Rhee's capability in securing substantial support for innovative financial solutions.
Current Roles and Board Memberships
In addition to his role at Endowus, Samuel Rhee has been an Independent Board Member at NAVER Corp since 2024. He also serves as a Steering Committee Member for Longevity Economics at the World Economic Forum, contributing to discussions on the economic implications of longevity and the importance of long-term investment strategies. His diverse roles highlight his influence in both the financial and technological sectors.
Previous Experience in Finance
Samuel Rhee has over three decades of experience in the finance and asset management industry. He held significant positions at Morgan Stanley, including Chief Executive Officer and Chairman of the Board for Morgan Stanley Investment Management Co. from 2013 to 2017, and Managing Director and CIO for Asia from 2012 to 2017. His earlier roles included positions in institutional equity distribution and research at HSBC and Morgan Stanley, where he focused on various sectors including steel, metals, and mining.
Educational Background
Samuel Rhee's educational journey includes a B.A. in Economics and Public Administration from Royal Holloway, University of London, and a Graduate Diploma in Theological Studies from Regent College, focusing on Marketplace Theology. He also completed an Executive Program in International Management at Stanford Graduate School of Business and NUS Business School. His academic background supports his expertise in finance and investment management.
Contributions to Financial Innovation
Rhee has been instrumental in pioneering the first digital advisor for Singapore’s Central Provident Fund (CPF), which contributed to the digital transformation of public pension management. His focus on leveraging technology to address socio-economic challenges underscores his commitment to innovation in the financial sector. He emphasizes the importance of calculated risks in investment strategies to mitigate longevity risk.