William W. Lee
Partner
Senior Portfolio Manager,
Convertible Strategies
Bill is a Partner and serves as the Senior Portfolio Manager for Palisade Capital Management’s Convertible Security strategies. He is a member of the firm’s Investment Committee. Prior to his promotion to Senior Portfolio Manager in October 2015, Bill was Co-Portfolio Manager and Senior Vice President of Research for the firm’s Convertible Securities strategies. Prior to joining Palisade in 2006, Bill was a Portfolio Manager at Loxias Fund Management, a capital structure arbitrage hedge fund. Bill was previously a Director in the mergers & acquisitions group at Sony Corporation of America, an Investment Banking Associate at Lehman Brothers, and an Equity Analyst at Delphi Management, with a focus on small cap value. He received his M.B.A. from the Stern School of Business at New York University and his B.A. in Biology from Yale University.
