THERESA LEE

CFP® | Partner | Chief Operating Officer Phone: +1 202 391 0170
Email: tlee@alexandriacapital.com
 
Address:

1030 15th Street NW, Suite 450W
Washington, D.C. 20005

Ms. Lee oversees all of the day-to-day operations of the company, including client service and communication, portfolio accounting, reporting, administration, and compliance. She’s also responsible for helping develop and implement the firm’s strategic initiatives, and as such, works closely with the advisors and clients to deliver on the promise of Alexandria’s Ensemble Experience.

Ms. Lee joined Alexandria in 2003, and she is currently a member of the firm’s Executive Board and an ex officio member of the firm’s Investment Committee. Prior to joining the firm, she worked in the Fashion and Design industry in New York City, forecasting trends and managing an art studio for over 10 years.

She is a graduate of Georgetown University’s Center for Professional Education in Certificate of Financial Planning and holds a Bachelor’s Degree in Fine Arts from Parsons, the New School for Design. She enjoys painting, reading, playing golf, and spending time with her children.