Regina Lee serves as a research analyst and works with the retirement team to assist in due diligence reporting, RFP analysis, plan economics, and strategic development. She is also responsible for a wide range of research projects, including investment due diligence research as well as industry research. She assists the investment team in evaluation of investment managers and participates in regular reviews of investment strategies with plan sponsors and investment committees.
EXPERIENCE AND EDUCATION
Prior to joining Cammack Retirement Group, Regina worked for investment management firm as a client services associate. She received her bachelor's degree in finance and international business from Villanova University. Regina has been awarded the Chartered Financial Analyst designation from the CFA Institute.
- Chartered Financial Analyst (CFA)
- Securities and Investment licenses: Series 65