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Pei-ju Lee

Research Analyst at Bradley Foster & Sargent Inc/ct

Hartford, CT , United States

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

OrganizationRoleDate RangeDetails
Bradley, Foster & Sargent, Inc.Research AnalystFeb 2018 to Present
Bradley, Foster & Sargent, Inc.Graduate AssitantMar 2017 to Dec 2017
University of ConnecticutFund ManagerAug 2016 to Apr 2017
AutobeaconBusiness and Marketing Analyst InternJun 2016 to Jul 2016
85c Bakery CafeResearch and Development Deputy ManagerApr 2014 to Apr 2015
Wei Chuan Foods Corp.Research and Development ResearcherMar 2009 to Feb 2014
Chi Mei OptoelectronicsLCD Process Integration EngineerAug 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

R
Chemistry
Predictive Modeling
Food Industry
Data Analysis
Investment Research
Biotechnology
Business Analysis
Healthcare
Finance
Visio
JMP
Tableau
Pivot Tables
Fermentation
Equity Research
Product R&D
Customer Research
Process Integration
Monte Carlo Simulation
Microbiology
SQL
Financial Reporting
Project Management
DCF Valuation
Big Data Analytics
Visual Basic For Applications Vba
Visual Basic for Applications

Others at Bradley Foster & Sargent Inc/ct (15)

NameRoleLocation
Chris Sargent
Chris Sargent
Portfolio Manager and Research AnalystPortland, ME , United States
Felicia Lazor
Felicia Lazor
TraderHartford, CT , United States
Genevieve Koumentakos
Genevieve Koumentakos
Securities TraderPlano, TX , United States
G
Greg Miller
Portfolio ManagerHartford, CT , United States
Josh Peteet
Josh Peteet
Portfolio ManagerWellesley, MA , United States
M
Michele Matzinger
Portfolio ManagerWest Hartford, CT , United States
Peter Kirschenbaum
Peter Kirschenbaum
Portfolio ManagerHartford, CT , United States
Thomas Sargent
Thomas Sargent
PrincipalHartford, CT , United States
Colin McCarroll
Colin McCarroll
Equity AnalystHartford, CT , United States
G
Gene Daponte
Portfolio Manager and Executive Vice PresidentLitchfield, CT , United States
Showing 1-10 of 15 team members

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