Yi Fu Lee, CFA, CPA, CMT, CAIA

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Yi Fu Lee, CFA, CPA, CMT, CAIA

Yi is an Equity Research Analyst (covering Enterprise Software/Technology), Vice President with Berenberg, a privately owned financial institution focused on Wealth and Asset Management, Investment Banking and Corporate Banking. Yi’s experience ranges from analyzing public securities, private equity, and venture capital investments leveraging a differentiated fusion approach, combining techniques from fundamental and technical analysis to his investment research.

Prior to Berenberg, Yi covered Security Software as a Vice President in Equity Research at Cowen Inc. and as a Director at Oppenheimer & Co. Inc., both are multinational investment banks. Previous to Oppenheimer, Yi was an Investment Associate (Buyside) with Eli Global LLC, an investment management firm focused 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 where he served as an M&A advisor to a number of private equity funds and multinational corporations. 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.