Kristin Lee | Analyst

Kristin is a member of the Due Diligence Group, responsible for sourcing investment managers, as well as monitoring recommended products and strategies. The group utilizes both quantitative and qualitative analysis evaluating performance, understanding return attribution, and meeting management teams both at Innovest and at their offices. The group works in conjunction with Innovest’s Investment Committee. Kristin is also a part of the Retirement Plan Practice Group. 

Kristin graduated from the College of Business and Economics at Regis University in Denver with a Bachelor of Science in finance. During her time there, she held two officer positions on the Regis University Investment Club (RUIC) where she helped students build mock portfolios to gain a better understanding of investments. Kristin is also a mentor for the Big Idea Project.

In her free time, Kristin enjoys going to movies, spending time with her family and friends, and watching Nuggets games.

klee@innovestinc.com