Richard Lee

Employer firm

Knights Of Columbus Asset Advisors LLC CRD 174129

$30.5B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2014 → 07/2017
  Knights Of Columbus Insurance
  New Haven, CT
• 08/2017 → 05/2019
  Yale School Of Management
  New Haven, CT
• 07/2019 → 07/2021
  Csc Leasing
  Richmond, VA
• 07/2021 → Present
  Knights Of Columbus Insurance
  New Haven, CT
• 07/2021 → Present
  Knights Of Columbus Asset Advisors Llc
  New Haven, CT

Other Businesses

I work for the Knights of Columbus insurance company.

Designations

• Chartered Financial Analyst