Lee Majkrzak, CFA | Director, Head of Fixed Income Portfolios & Senior Portfolio Manager

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Lee Majkrzak leads the Fixed Income SMA portfolio construction and provides trade execution for the Equity SMA. Lee brings 16 years of investing experience and previously managed institutional and high net worth client municipal portfolios for McDonnell Investment Management in Illinois.

Lee has been a CFA Charterholder since 2011 and is active in the Chicago Chapter. He holds the FINRA Series 7 and Series 52 licenses. Outside of work, Lee’s interests include playing ice hockey, live music and real estate investing.

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