Bryan Lee, CFA

VP & Director, Retail Client Portfolio Management

As the Private Investment Counsel (PIC) Portfolio Strategist, Bryan acts as the voice of the firm to PIC, providing market views and opinions, and articulating the impact on client portfolios of investment design and decisions made by the Asset Allocation Team. He serves as Head of Retail Client Portfolio Management where he leads a team of Client Portfolio Managers who are responsible for representing the firm’s investment management expertise to internal and external clients. His previous roles in the asset management industry include investment manager research, risk oversight, and portfolio strategy involving the development and ongoing support of multi-manager asset allocation solutions. He also has extensive experience in mid-market lending with TD Commercial Banking. Bryan holds a B.A. from Western University and is a member of the TD Wealth Asset Allocation Committee.

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