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Jonathan Lee, CFA

Portfolio Manager
Jonathan Lee
Firm Start

2025

Industry Start

2011

Jonathan Lee, CFA, is a Portfolio Manager for American Century Investments®.

Jonathan is a member of the Cash Management team within the Global Fixed Income group and co-manages the firm's cash management strategies. Before joining American Century in 2025, Jonathan was a Director in the Liquid Products group at New York Life Investors. Previously, he was an Associate Director of Investment and Execution with UBS Securities. Prior roles include an Assistant ALM Portfolio Manager with Sumitomo Mitsui Trust Bank and a Middle Office Analyst with Neuberger Berman. He has worked in the industry since 2011.

Jonathan holds a bachelor's degree in Business Administration from The City University of New York, Baruch College. He is a CFA® charterholder and a member of the CFA Institute.