Profile
Prior to joining Sparta Asset Management in April 2004, Ms. Tong-Lee spent 10 years at Edge Asset Management as an equity investment analyst.
There, she conducted in-depth equity research for The Principal Investor Funds of Principal Global Investors.
Prior to her experience at Edge, she worked at State Street Bank & Trust and SAFECO Mutual Funds.
Ms. Tong-Lee received a BA from Allegheny College in 1993 and a MBA from the University of Washington in 1998.
She is also a Chartered Financial Analyst.
Former positions of Catherine Tong-Lee
| Companies | Position | End |
|---|---|---|
Edge Asset Management, Inc.
 Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Analyst-Equity | 31/03/2009 |
Safeco Corp. Asset Management
 Safeco Corp. Asset Management Investment ManagersFinance Safeco Corp. Asset Management, a subsidiary of Safeco Corp. (NYSE: SAF) is an investment advisor located in Seattle, Washington | Corporate Officer/Principal | - |
State Street Bank & Trust Co.
 State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Corporate Officer/Principal | - |
Sparta Asset Management LLC
 Sparta Asset Management LLC Investment ManagersFinance Founded in 2007, Sparta Asset Management LLC is a hedge fund company located in Rosemont, Illinois. | Analyst-Equity | - |
Training of Catherine Tong-Lee
| Allegheny College | Undergraduate Degree |
| University of Washington | Masters Business Admin |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 4 |
|---|---|
Edge Asset Management, Inc.
Edge Asset Management, Inc. Investment ManagersFinance Edge Asset Management, Inc. (Edge) is an independent mutual fund management firm headquartered in Seattle, Washington. It was founded in 1939 as Bond Research Corp. and became WM Advisors, Inc. in 1998. The firm was acquired by Principal Financial Group, Inc. (NYSE: PFG) and rebranded as Edge Asset Management in 2006. Edge offers a broad array of equity strategies through sub-advised portfolios, separate accounts, insurance company separate accounts, separately managed accounts (SMA), and collective investment trusts (CIT). | Finance |
Sparta Asset Management LLC
Sparta Asset Management LLC Investment ManagersFinance Founded in 2007, Sparta Asset Management LLC is a hedge fund company located in Rosemont, Illinois. | Finance |
State Street Bank & Trust Co.
State Street Bank & Trust Co. Investment ManagersFinance State Street Bank & Trust Co. (SSBT) is a SEC-registered investment advisor headquartered in Boston, Massachusetts. The firm was founded in 1792 and is owned by State Street Corp. (NYSE: STT). SSBT serves as the administrator, fund accountant and transfer agent for the WisdomTree Bitcoin Fund, an exchange-traded fund. | Finance |
Safeco Corp. Asset Management
Safeco Corp. Asset Management Investment ManagersFinance Safeco Corp. Asset Management, a subsidiary of Safeco Corp. (NYSE: SAF) is an investment advisor located in Seattle, Washington | Finance |
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