Background
Lee Houser, CFA®, Executive Director, joined SCM in 2006 and has investment experience since 1999. Lee is Portfolio Manager of the SMID Value strategy and Associate Portfolio Manager of the Fundamental Equity Mid Cap Value strategy. He was also the Co-Portfolio Manager for the SMID Opportunities strategy. Prior to joining SCM, he worked for ICM Asset Management as a senior research analyst. Previous work experience includes lead sell-side analyst positions at Redchip Research and Raymond James Financial, Inc. He also worked as a software engineer with Bell Atlantic Corp. Lee received his B.S. in Mathematics and Economics from James Madison University, where he was a summa cum laude graduate, and his M.B.A. from Duke University’s Fuqua School of Business. He holds the Chartered Financial Analyst® designation.
Area of Focus
- Fundamental Mid Cap Value Equity
Previous Experience
- ICM Asset Management
- Raymond James & Associates
Education
- M.B.A. Duke University
- B.S. James Madison University
Affiliations & Professional Licenses
- CFA Institute
- CFA Society North Carolina
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