Alex Lee
ALEX LEE
Alex joined New World Advisors in January 2026 as a Senior Analyst.
Alex has spent his career in asset management in a variety of roles spanning investment research, technology, and operations. He brings a strong passion for analysis and investment research, with experience across both public and private markets. Prior to joining New World Advisors, he most recently served as a Senior Consultant at Wellington Management Company, where he delivered tailored portfolio analysis and portfolio construction tools to investment professionals. Previously, he held quantitative research and business analysis roles at Strategic Investment Group and Cambridge Associates.
Alex is a CFA III candidate and holds a BA in Economics from James Madison University.
Alex lives in Scituate with his wife and two sons and loves spending
time with his family. He enjoys being by the ocean, snowboarding, and
getting outside to play tennis or golf.