Our Team
Samantha Lee is a Senior Director at IEQ Capital, providing investment advice to wealthy families and institutional investors. Ms. Lee is also actively involved in IEQ’s alternative investment platform, where she works to source and conduct due diligence on potential new investments.
Ms. Lee began her career on the Institutional Sales team at JP Morgan before transitioning to First Republic Bank, where she began sourcing, conducting due diligence on, and monitoring alternative investments across asset classes. In 2019, she joined IEQ Capital, where she helped develop the firm’s alternative investments platform.
Ms. Lee holds a Bachelor of Business Administration from the University of California, Berkeley, Haas School of Business. Ms. Lee also holds the Chartered Financial Analyst designation.
Ms. Lee grew up in southern California now resides in San Francisco, California.
In her free time, Ms. Lee enjoys running, traveling, cooking, and hosting dinner parties.