Lee J. Caleshu, CFA®

Deputy Chief Investment Officer

  • Focus: Managing investment portfolios
  • Education: Bachelor's Degree, Tulane University
  • Certifications: CFA® Charterholder
  • Fun Fact: I was the Greater New Orleans table tennis champion in the late 90s.

Over his 20 years working in the investment industry, Lee has managed portfolios for both private clients and institutions. His expertise lies in researching and directing investments across multiple asset classes, including public equities, public bonds, as well as alternative vehicles such as real assets, hedge funds, and private equity funds.  Lee has been quoted for his insights on various financial topics in notable publications such as Barrons’s, The Wall Street Journal, and Bloomberg.  As Deputy Chief Investment Officer, Lee is a leader on the investment team, co-directing a proprietary and differentiated research and investment process while also sharing the firm’s views through various communication channels.

Lee graduated cum laude from Tulane University with a Finance major and resides in New Albany.

Collecting baseball cards

Like many kids growing up in my day, I loved collecting baseball cards.

But I was a little different than most kids considering that I was a baseball card “dealer” when I was just 12 years old.  Instead of only trading cards with my friends in my parent’s basement, I used to rent tables at large function halls to sell the very same baseball cards to adults that I previously bought cheaper at auctions.

While times have changed and most kids do not obsessively collect baseball cards like when I was young, I am lucky enough to still be working a job where I am trying to “buy low, sell high.”