Presented by
Courtney Lee
Investment Strategist, Dimensional Fund Advisors
Session date and time
May 1, 2023
12:15 - 12:40 p.m.
Courtney Lee is an Austin-based investment strategist in Dimensional’s Investment Solutions Group. An equity portfolio strategist, she is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospects. Before joining Dimensional, Lee was an active quantitative equity portfolio specialist and assistant vice president with State Street Global Advisors. She served as a subject matter expert for the firm’s active quantitative equity strategies and was responsible for clearly articulating and providing ongoing updates on its investment philosophy, process and solutions. She also worked as an advisor consultant at Franklin Templeton Investments. Lee earned an MBA in finance from Washington University in St. Louis and a BA in business economics from Brown University.
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