Olga Lee

Olga Lee
Research Director &
Portfolio Manager

Olga joined A. Montag & Associates in 2006 as Research Manager and has added portfolio management duties to her position over time. Currently, she divides her time equally between investment analysis and portfolio management. Prior to that, she worked at a leading Southern bank for seven years as a portfolio manager in personal asset management and as an equity research analyst in the value-style discipline.

Born and raised in St. Petersburg, Russia, Olga moved to the United States in 1995 with a tennis scholarship and played competitively throughout her college years. She graduated from Shorter College with a Bachelor of Science degree in Business Administration and later received an MBA from Georgia State University. She obtained her Chartered Financial Analyst (CFA) designation in 2002 and is a member of the Atlanta Society of Financial Analysts.

Olga and her husband, Dan, have two children.