Yi Fu Lee, CFA, CPA, CMT, CAIA

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Yi Fu Lee, CFA, CPA, CMT, CAIA

Yi is an Equity/Investment Research Vice President with Cowen Inc., a diversified financial services firm that operates through two business segments: a broker dealer and an investment management division. Yi’s experience ranges from analyzing public securities and private equity investments with a differentiated view on fusion investment analysis, combining fundamental and technical analysis approach in his research.

Prior to Cowen, Yi was an Equity Research Director with Oppenheimer & Co. Inc., a national investment boutique. Previous to Oppenheimer, Yi was an Investment Associate (Buyside) with Eli Global, LLC, a conglomeration of independent portfolios specializing in the healthcare, technology, insurance, and financial services sector. Before Eli Global, Yi was at Wedbush Securities, Susquehanna International Group, LLP and Sterne Agee CRT, which are institutional broker-dealers focus in equity/investment research. Prior to Sterne Agee CRT, Yi was a VP/Senior Investment Analyst with Novidam Capital, a private equity firm focus in searching, acquiring, and operating middle market companies. At Novidam, he assisted the founder in the review of potential leverage buyouts, financial modeling/valuation, and investment due diligence. Previous to Novidam, Yi served as a Senior Valuation/Financial Analyst at Canaan Partners, a venture capital firm focus in technology and healthcare investments. He oversaw the funds’ investment valuation and portfolio analytics function.

Prior to Canaan Partners, Yi was a Manager at PricewaterhouseCoopers (PwC) M&A Transaction Services practice. He worked with a number of private equity funds and large corporations as an M&A advisor. Yi assisted clients in identifying key deal issues impacting proposed mergers, acquisitions, divestitures, and buyouts. Yi also has extensive experience in the Alternative Investments and Banking & Capital Markets sector having spent over five years as an external auditor at PwC.

Yi holds the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA). Additionally, he holds the FINRA Series 7, 63, 86 and 87 licenses. Yi earned a Bachelor of Science degree in Accounting Major with honors and Finance Concentration from Binghamton University.

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