About
Joe Lee is a Partner and Head of Risk Management and Trading at Heard Capital LLC, based in Chicago. In this role, he oversees the firm’s risk management, trading, and execution activities, while also supporting portfolio attribution analysis and guiding the firm’s quantitative research processes.
Heard Capital LLC specializes in fundamental long/short strategies across the technology, media, telecommunications, financials, industrials, and energy sectors. Lee’s investment focus reflects the firm’s sector concentration; his contributions center on developing and executing strategies in these domains, with particular expertise in quantitative analysis and trading execution.
Prior to joining Heard Capital in 2014, Lee was a discretionary futures trader with a specialization in Treasury yield curve and TED spreads. He is a CFA Charterholder, a member of the CFA Society of Chicago, and holds an MBA with honors from the University of Chicago Booth School of Business as well as a BA in Economics from the University of Chicago.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Heard Capital LLC | Partner | Sep 2015 to Present | — |
| The University of Chicago | Summer Associate | Jun 2015 to Aug 2015 | — |
| Heard Capital LLC | Equity Research Associate | Sep 2014 to May 2015 | — |
| Gambit Trading | Fixed Income Trader | Jul 2004 to May 2012 | — |
Education
The University of Chicago - Booth School of Business
Master of Business Administration (M.B.A.), Analytic Finance, Finance, Accounting, Entrepreneurship
2013 — 2015
University of Chicago
Bachelor's Degree, Economics
2000 — 2004