General Investing >> Money Manager Interviews >> May 3, 2004


WENDY D. LEE joined Equinox Capital Management, LLC, as Director of Research. She is now Chief Executive Officer of the firm. Prior to joining Equinox, Ms. Lee was a Partner at Brinson Partners in Chicago where she was a Senior Equity Analyst and a member of their Portfolio Construction and Stock Investment committees. Prior to Brinson, she worked at Morgan Guaranty Trust Company as an Analyst in corporate finance and as a Quantitative Consultant in the Investment Group of American National Bank. Ms. Lee graduated Phi Beta Kappa and summa cum laude from Rutgers College with highest distinction in Economics. She completed her MBA degree at the University of Chicago and received the award for Academic Excellence in Finance and Accounting. Ms. Lee is a Chartered Financial Analyst. She is a National Council member of the World Wildlife Fund and a member of the Dean's Advisory Council for the Faculty of Arts and Science at Rutgers University. Ms. Lee is also a founding member of the Gotham Asset Management Executives and Women's Networking professional associations. She has 23 years of investment experience. Profile
TWST: Would you please begin with an overview of Equinox Capital and

your responsibilities there?

Ms. Lee: Equinox Capital is a New York-based, 100% employee-owned asset

manager specializing