Eric Lee

Eric Lee is a Portfolio Analyst and Client Portfolio Manager at Weitz Investment Management, based in Saint Paul, MN. In his current role, he is responsible for investment analysis, portfolio construction, and engaging with clients on portfolio strategies across Weitz’s investment offerings. He contributes to both equity and multi-asset strategies, working closely with portfolio managers to identify value-driven investment opportunities in public markets.

Eric specializes in fundamental research and portfolio management for public equities and multi-asset portfolios, with notable expertise in U.S. equity markets, large- and mid-cap stocks, and multi-cap mandates. He is also experienced in due diligence and manager research, supporting client communications and tailored portfolio solutions.

Before joining Weitz in 2020, Eric served as Vice President and Senior Research and Due Diligence Analyst at US Bank, where he focused on manager selection and investment strategy for institutional and high-net-worth clients. He began his career as a Senior Investment Analyst at Stevens Foster Financial Advisors. Eric holds an MBA in Finance from the University of North Dakota and a BS in Communications from the University of Idaho, and is a CFA charterholder, demonstrating deep expertise in equity analysis, manager due diligence, and client advisory.