About
Chang Lee is an investment professional currently serving as a Managing Director and member of the investment team at Finepoint Capital LP, an investment management firm based in Boston, MA. At Finepoint, Lee focuses on deep-value and opportunistic investment strategies, contributing to the firm’s analytically rigorous approach to fundamental research and capital preservation. His responsibilities include overseeing investment selection, portfolio management, and providing strategic guidance for the firm's holdings, particularly within the energy and industrial sectors as demonstrated by his appointment to the board of Harvest Oil & Gas Corp.
Prior to joining Finepoint Capital LP in 2017, Chang Lee was an equity research analyst at Fidelity Investments, a role where he gained substantial expertise in public equity markets and deep fundamental analysis. He has also played active roles on corporate boards, serving on the audit, compensation, and governance committees, further broadening his leadership experience in corporate oversight and investment decision-making.
Lee holds dual bachelor’s degrees in Finance and East Asian Studies from the University of Pennsylvania, equipping him with strong analytical skills and cross-cultural business perspective. His investment focus areas include public equities across energy, industrials, and special situations, and he is recognized for his contributions to fundamental value investing and board-level corporate governance in the investment management industry.
Career History
| Organization | Role | Date Range | Details | 
|---|---|---|---|
| Finepoint Capital | Investment Analyst | Aug 2017 to Present | — | 
| Fidelity Investments | Equity Research Analyst | Jul 2014 to Jul 2017 | — | 
| UBS Investment Bank | Equity Research Summer Associate | Jun 2013 to Aug 2013 | • Built earnings model to assess large cap life insurer, Sun Life Financial (SLF); forecasted future EPS until 2017 • Delivered 37-page initiation report; included analysis of valuation, company prosp... | 
| Revolution Prep | Branch Manager | May 2011 to Sep 2011 | •	Started a first-year branch, developed familiarity with P&L statement and business assessment tools, drove $5,218 in revenue •	Created and executed sales and marketing plan based on competitive land... | 
| Private Advisors, LLC | Business Development Intern | May 2012 to Aug 2012 | •	Conducted research and constructed PowerPoint presentation on liability-driven investing for the hedge fund committee •	Improved the functionality old fund models; updated the monthly risk, cash flo... | 
| Beautyman Alvstad | Asset Management Intern | Jan 2012 to May 2012 | •	Interned within legal and consulting firm with $7M AUM, serving clients primarily within the healthcare industry •	Monitored particular stocks and composed stock analyses detailing EPS, P/E ratios a... | 
| Neater Pet Brands | Communications Consultant | Jan 2012 to May 2012 | •	Worked as part of a nine person team; carried out semester-long primary and pet industry research and crafted presentation •	Selected by team members to deliver the final presentation to the client,... | 
Education
CFA Charterholder
2014 — 2016
University of Pennsylvania - The Wharton School
Bachelor’s Degree, Finance
2010 — 2014
University of Pennsylvania
Bachelor’s Degree, East Asian Studies
2010 — 2014
Doshisha University
Japanese Studies
2012 — 2012
Others at Finepoint Capital LP (9)
| Name | Role | Location | 
|---|---|---|
| Managing Director | Boston, MA , United States | |
| JJustin Dancu | Analyst | Boston, MA , United States | 
| Partner | Boston, MA , United States | |
| RRebecca Nordhaus | Partner | Boston, MA , United States | 
| TTim Caflisch | Partner | Boston, MA , United States | 
| AAkinori Oshiro | Investment Analyst | Boston, MA , United States | 
| Analyst | United States | |
|  | Analyst | Japan | 
| ZZahir Zaveri | Managing Director | New York, NY , United States |