Joe Lee, CFA
Senior Vice President, Institutional Trading
Los Angeles Office
Tel: (310) 207-3616
jlee@ejdelarosa.com

As a senior trader, Joe Lee runs De La Rosa & Co.'s proprietary account out of Los Angeles.  Specializing in higher yielding credits, Lee provides liquidity to accounts on both institutional block size as well as retail odd lots for both taxable and tax-exempt municipals. Lee also helps oversee De La Rosa's syndicate positions in competitive and negotiated new issue underwritings, and provides DLR sales and underwriting teams with trading and market yield analysis.

Lee graduated with honors from the University of California, San Diego in 2001 with a Bachelor's degree in Management Science and a minor in mathematics. He was awarded the Chartered Financial Analyst designation in 2004.