Lee Bertram
About Lee Bertram
Lee Bertram is a Senior Portfolio Management Associate with extensive experience in finance, having worked at Eaton Vance, BNY Mellon, and State Street Bank. He holds a Bachelor's degree in Finance from SUNY New Paltz and a Master's degree in Finance from Suffolk University.
Current Position at Eaton Vance
Lee Bertram holds the position of Senior Portfolio Management Associate at Eaton Vance. He has been in this role since 2019, contributing to the firm's portfolio management strategies and operations. His experience in this position spans over five years, during which he has been involved in various aspects of portfolio management.
Previous Experience in Finance
Prior to his current role, Lee Bertram worked at Eaton Vance as a Portfolio Management Associate from 2017 to 2019. He also served as a Senior Investment Operations Specialist at Eaton Vance from 2014 to 2017. His career in finance began at State Street Bank, where he worked as a Portfolio Accountant for one year from 2011 to 2012, followed by a position as an Account Administrator at BNY Mellon from 2012 to 2014.
Educational Background in Finance
Lee Bertram earned a Bachelor of Science degree in Finance from SUNY New Paltz, completing his studies from 2006 to 2010. He furthered his education by obtaining a Master's Degree in Finance from Suffolk University, where he studied from 2013 to 2016. His academic background provides a solid foundation for his career in finance and portfolio management.