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This profile was last updated on 1/17/15  and contains information from public web pages and contributions from the ZoomInfo community.

Mr. Stephen S. Lee

Wrong Stephen S. Lee?


Phone: (713) ***-****  
Email: s***@***.com
Local Address:  Texas , United States
811 Main Street, Suite 1800
Houston , Texas 77002
United States

Company Description: KLR Group is a full-service investment & merchant bank focused on the natural resources sector, including Oil & Gas, Metals & Mining, and Agriculture. Our focus...   more

Employment History

Board Memberships and Affiliations


  • M.B.A. , finance
    New York University’s Stern School of Business
  • B.A. , economics and mathematics
    Yale University
  • MBA , Finance
    New York University
  • Bachelor of Arts , Economics and Mathematics
    Yale University
21 Total References
Web References
Team | KLR Group, LLC, 17 Jan 2015 [cached]
Stephen Lee
Partner Office: (713) 255-5064
Email: Stephen Lee is a co-founder and Partner of KLR Group. Mr. Lee spearheads KLR's origination efforts, and has over 10 years of experience in the financial services industry. Prior to founding KLR, Mr. Lee was a Director and co-head of the Energy Investment Banking team at Rodman & Renshaw, LLC, where he managed the firm's issuer client relationships and led the energy group's origination efforts. Over his seven years at Rodman & Renshaw, LLC, Mr. Lee worked on the origination and execution of a variety of equity and debt financing, mergers & acquisition, and private placement transactions. Mr. Lee began his career as an Associate with Ernst & Young. Mr. Lee holds a BA in Economics from New York University.
Nuveen Asset Management, 6 Nov 2010 [cached]
Steve Lee VP, Global FX & Derivatives Trader
International Tax Review, 1 Oct 2003 [cached]
By Stephen Lee, Partner, China Tax & Business Advisory, Ernst & Young, Beijing, 31 Jan 2002 [cached]
Stephen Lee, a partner in Ernst & Young's Beijing office, said: "In the course of our meetings [with the Beijing tax bureau], government officials have said the new income tax rate would most likely be between 20 per cent and 30 per cent, but hopefully on the lower end.
Taxable Fixed Income - Our People Bio, 20 Mar 2014 [cached]
Steve S. Lee, CFA SENIOR VICE PRESIDENT, PORTFOLIO MANAGER, and Head of Foreign Currency Sector Team
Steve heads the Foreign Currency Sector Team and is a member of the Fixed Income Strategy Committee, which establishes investment policy for all taxable fixed income products. As a senior fixed income portfolio manager, he overseas Nuveen’s international bond and currency closed-end funds and also co-manages the Global Total Return Bond Strategy and related institutional portfolios. Additionally, he is a member of the Emerging Markets and Global Interest Rates & Governments Sector Teams.
Steve has been active in global macro strategies and foreign exchange trading since he began working in the financial services industry in 1995. Prior to joining Nuveen Asset Management in 2007, he was a senior vice president and FX trader with HSBC Bank USA. Steve also worked as a portfolio manager at Vega Asset Management and Tribeca Global Investments in New York. He began his career with Deutsche Bank on the firm’s Forward Currency desk.
Steve earned his B.A. in economics and mathematics from Yale University and his M.B.A. in finance from New York University’s Stern School of Business. He holds the Chartered Financial Analyst designation and is a member of the CFA Institute and the CFA Society of Chicago.
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