You're signed outSign in or to get full access.
About
Pei-ju Lee is the Deputy Director of Research at Bradley, Foster & Sargent, Inc., based in Hartford, CT. In this role, Lee is responsible for conducting in-depth research and analysis on individual securities, supporting investment decisions across client portfolios. His work focuses on delivering actionable insights for the firm's investment committee and supporting its overall research strategy.
Lee covers a range of sectors and asset classes, with emphasis on individual equities and direct research coverage for multiple industries. His analytical approach is informed by previous experience as a Fund Manager at the University of Connecticut, where he managed student-run investment portfolios and gained practical exposure to security selection and portfolio management. Prior roles also include serving as a Graduate Assistant at Bradley, Foster & Sargent, Inc., building foundational experience in investment analysis and research.
Lee holds an MBA in Business Analytics & Project Management from the University of Connecticut, as well as master's and bachelor's degrees in Biochemical Science and Technology from National Taiwan University. His diverse academic background gives him a strong analytical skill set, particularly in quantitative analysis and research methodology. He is recognized for his leadership, including selection to the 2024 Class of Connecticut Professionals' Leadership Academy.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Bradley, Foster & Sargent, Inc. | Research Analyst | Feb 2018 to Present | — |
| Bradley, Foster & Sargent, Inc. | Graduate Assitant | Mar 2017 to Dec 2017 | — |
| University of Connecticut | Fund Manager | Aug 2016 to Apr 2017 | — |
| Autobeacon | Business and Marketing Analyst Intern | Jun 2016 to Jul 2016 | — |
| 85c Bakery Cafe | Research and Development Deputy Manager | Apr 2014 to Apr 2015 | — |
| Wei Chuan Foods Corp. | Research and Development Researcher | Mar 2009 to Feb 2014 | — |
| Chi Mei Optoelectronics | LCD Process Integration Engineer | Aug 2008 to Feb 2009 | — |
Education
University of Connecticut School of Business
Master of Business Administration (M.B.A.), MS in Business Analytics & Project Management
2015 — 2017
National Taiwan University
Master of Science (M.S.), Institute of Microbiology and Biochemistry
2005 — 2007
National Taiwan University
Bachelor’s Degree, Department of Biochemical Science and Technology
2001 — 2005
Skills & Expertise
Others at Bradley Foster & Sargent Inc/ct (15)
| Name | Role | Location |
|---|---|---|
| Portfolio Manager and Research Analyst | Portland, ME , United States | |
| Trader | Hartford, CT , United States | |
| Securities Trader | Plano, TX , United States | |
G Greg Miller | Portfolio Manager | Hartford, CT , United States |
| Portfolio Manager | Wellesley, MA , United States | |
M Michele Matzinger | Portfolio Manager | West Hartford, CT , United States |
| Portfolio Manager | Hartford, CT , United States | |
| Principal | Hartford, CT , United States | |
| Equity Analyst | Hartford, CT , United States | |
G Gene Daponte | Portfolio Manager and Executive Vice President | Litchfield, CT , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
| Senior Portfolio Manager | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Chief Investment Officer | YHB Investment Advisors, Inc. | West Hartford, CT , United States | |
| Partner | Moneco Advisors, LLC | Harrison, NY , United States | |
| Managing Partner | Moneco Advisors, LLC | New Canaan, CT , United States | |
| Principal | Relyea Zuckerberg Hanson LLC | Stamford, CT , United States |