Rita Lee

Rita Lee

Director of Research, VP
RLee@BandJAdvisors.com

Rita is responsible for research and portfolio implementation. She is a member of the management team and the company’s investment committee.

Prior to joining Brouwer & Janachowski, Rita worked at Northern Trust Company in Chicago, where she oversaw a group specializing in strategic planning, budgeting, financial reporting, and administration for mutual funds. She began her career assisting portfolio managers with equity research and financial planning with WFA Asset Management in Milwaukee.

Rita has a Master’s degree in Financial Analysis & Investment Management from St. Mary’s College of California (summa cum laude) and a Bachelor’s degree in Finance and Accounting from University of Wisconsin (magna cum laude). She holds the Certified Public Accountant (CPA) license with the Personal Financial Specialist (PFS™) credential and the Chartered Global Management Accountant (CGMA) designation. Rita is a member of the AICPA and CFA Society of San Francisco.

Rita serves on the Board of Family & Child Empowerment Services San Francisco (FACES SF), benefiting parents and families in San Francisco particularly those from underserved communities.