Caroline Lee

Managing Director and Portfolio Manager

Charles Schwab Investment Management, Inc.

Caroline Lee is a managing director and portfolio manager for Charles Schwab Investment Management, Inc. (CSIM). 

 

Prior to joining CSIM in 2005, Lee was a fund manager for General Motors Asset Management, where she specialized in asset allocation and running multi-manager equity strategies.  Previously, Lee served as a financial analyst in GE Capital’s financial management program.

 

Lee holds a Master of Business Administration degree with a concentration in finance from the Wharton School of Business at the University of Pennsylvania and a Bachelor of Arts degree in history from Duke University.

 

Charles Schwab Investment Management, Inc. is an affiliate of Charles Schwab & Co., Inc. (member SIPC); both are subsidiaries of The Charles Schwab Corporation (NASDAQ: SCHW).