Lee Sterne, CFA

Lee Sterne, CFA is a seasoned professional in the field of fixed income investment management and ETF consulting.1 With over 20 years of experience in fixed income portfolio management and trading, he has established himself as a self-employed consultant.12

Professional Background

Lee Sterne's expertise lies in helping asset management firms design, launch, and manage their investment products, particularly in the realm of fixed income and ETFs.2 His extensive experience has made him a valuable resource in the industry, and he is recognized for his contributions to investment product development.

Qualifications

CFA Charterholder:: Lee Sterne holds the Chartered Financial Analyst (CFA) designation, which is a globally respected credential in the investment management profession.4 To obtain this certification, he had to pass three levels of examinations and accumulate at least 4,000 hours of qualified work experience over a minimum of 36 months.4

Current Role

As a self-employed consultant, Lee Sterne leverages his expertise to assist various clients in the financial industry.1 His focus areas include:

• Fixed income portfolio management
• ETF strategy development
• Investment product design and launch
• Trading strategies

Education

Lee Sterne is an alumnus of Colgate University, which has likely contributed to his strong foundation in finance and investment management.1

Contact Information

For those interested in reaching out to Lee Sterne professionally, his LinkedIn profile can be found under the username "leesternecfa".13