Timothy Lee, CFA


Tim Lee, CFA, is a senior credit research officer for SVB Asset Management. In this role, he researches and recommends fixed-income investments in the corporate, municipal, sovereign and securitized product sectors.

Before joining SVB, Tim researched and recommended investments for public pension plans at an investment consulting firm. In addition, Tim was a senior member of the fixed-income markets practice at Bloomberg L.P., where his focus included macroeconomics and strategies in the interest rate, securitized products and credit sectors. He began his career managing and structuring mortgage-backed securities.

Tim earned a master’s degree in economics and a bachelor’s degree with honors in international relations and economics from San Francisco State University.

Outside of work, Tim has visited all 50 states and cycled 100 miles on his mountain bike with Team SVB in the Best Buddies Challenge. He is a volunteer for MacCanDo, a nonprofit track and field program that helps at-risk youth in San Francisco and supports Opportunity Solutions International, a nonprofit with roots in Madagascar and Swaziland. A word of advice: Don’t get into a “my first car was better than your first car” contest with Tim. His first car was a 1979 AMC Concord, a car that continues to hold a special place in his heart.
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Senior Credit Risk & Research Officer

SVB Asset Management
Office