Yi Fu Lee Analyst Performance

Yi Fu Lee is a Managing Director, Senior Equity Research Analyst covering AI, Cybersecurity, Infrastructure, & Enterprise Software/Technology Sector, with Benchmark StoneX. Yi’s experience ranges from analyzing public securities, private equity, and venture capital investments leveraging a differentiated fusion approach, combining techniques from fundamental and technical analysis to his investment research. Prior to Benchmark StoneX, Yi was a Senior Equity Research Analyst, Vice President covering Enterprise Software/Technology Sector, with Cantor Fitzgerald and Berenberg. Yi started his career as an external auditor at PricewaterhouseCoopers (PwC) Alternative Investments and Banking & Capital Markets sector, he later served in the M&A Transaction Advisory Services practice. Yi holds the following designations: Chartered Financial Analyst (CFA), Certified Public Accountant (CPA), Chartered Market Technician (CMT) and Chartered Alternative Investment Analyst (CAIA). Yi earned a Bachelor of Science degree in Accounting Major with honors and Finance Concentration from Binghamton University.