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William Lee, CFA

William (Bill) Lee is Senior Vice President and Chief Investment Officer for NewYork-Presbyterian Hospital, overseeing NYP’s $9.5B investment program including endowment, retirement and current assets, and managing the Office of Investments team responsible for all of NYP’s investment assets.  Previously, Bill was Chief Investment Officer and Vice President of Foundation and Pensions Investments at Kaiser Permanente. There he served as chair of Kaiser Permanente Retirement Plans Investment Committee, and the Kaiser Foundation Investment Committee, since 2005. Bill oversaw approximately $78 billion in defined contribution, pension and foundation assets. He managed interest rate and foreign exchange risk for Bank of America’s global proprietary desks in the 1980’s, then left for eight years to work as a police detective. In 1994 he returned to Bank of America, where he helped develop equity and fixed income risk models before becoming Senior Vice President and Chief Investment Officer for Bank of America’s retirement plan investments. Bill served as Chief Investment Officer for the Levi Strauss Foundation and Red Tab Foundation assets as well as the Levi Strauss global pension plans. He is a Chartered Financial Analyst (CFA) and graduate of Harvard Business School’s Executive Leadership Program in 2010.