Lee Wyatt

last updated 4/4/2017

Lee Wyatt

Vice President at T. Rowe Price Inc

Location:
100 E Pratt St, Baltimore, Maryland, United States
HQ Phone:
(410) 345-2000

General Information

Education

Vanderbilt University

M.B.A. - finance , Washington University's Olin School of Business

Recent News  

News | Stegner Investment Associates, Inc.

SIA is pleased to have hosted recently Mr. Wyatt Lee, co-portfolio manager of the T. Rowe Price Retirement Date Funds.
Mr. Lee also serves on T. Rowe Price's Multi-Asset Steering Committee and has been with the company for 18 years. Mr. Lee shared his responses to questions from SIA's research team regarding recent strategy changes [...]

Read More
T. Rowe Price Fund Manager Visits SIA | Stegner Investment Associates, Inc.

SIA is pleased to have hosted recently Mr. Wyatt Lee, co-portfolio manager of the T. Rowe Price Retirement Date Funds.
Mr. Lee also serves on T. Rowe Price's Multi-Asset Steering Committee and has been with the company for 18 years. Wyatt Lee Mr. Lee shared his responses to questions from SIA's research team regarding recent strategy changes to the Retirement Date Funds on SIA's Approved List. The purpose of this meeting was to discuss the changes being made to the fixed income portion of their strategy. He discussed the research behind these changes and the timing of implementing the new strategy. We also discussed broader asset class topics such as real assets and global bonds. Mr. Lee updated our team on the multi-asset team at T. Rowe Price, specifically how quickly they are expanding and now have more than 50 people on the team. Mr. Lee expressed that his favorite kind of meetings are informal "roundtable" types like ours, because he is able to discuss and exchange ideas with us, rather than flipping formally through presentation slides.

Read More
T. Rowe On Target Date Funds

The trend is not going away anytime soon and that is good news for mutual fund companies and independent advisors, says Wyatt Lee, co-portfolio manager for Retirement Date Strategies at T. Rowe Price.
Lee has been with the $860 billion mutual fund company since 1999. On O"I think if I look all-in across the universe, it's like a trillion dollars from mutual funds to separate accounts," he says, owning most of the growth to the defined contribution (DC) market. Around 80% of target date funds are coming from those defined contribution plans run by companies. "We benefit because every time an investor gets a paycheck, we get another contribution," Lee says. Lee gives us the elevator pitch on why T. Rowe is one of the best in the business.

Read More

Browse ZoomInfo’s Directories