Timothy Lee, CFA

Tim Lee, CFA, is a senior credit risk and research practice lead for SVB Asset Management (SAM). In this role, he researches and recommends fixed-income investments in the corporate, municipal, sovereign and securitized product sectors. Tim thrives on learning about and researching a diverse range of investment opportunities. He’s a virtuoso at figuring out how companies operate and how their products work. He particularly enjoys covering the healthcare industry. He is challenged by the complexities of this sector’s new treatments and how to pay for them as well as the ongoing transformation of the healthcare management system.

Before joining SVB, Tim researched and recommended investments for public pension plans at an investment consulting firm. Prior to that, 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 loves to travel and has visited all 50 states. He also supports Best Buddies, a nonprofit dedicated to helping people with intellectual and developmental disabilities. He cycled 100 miles on his mountain bike with Team SVB in the Best Buddies Challenge. And lastly, a word of advice: Don’t get into a “my first car was groovier than your first car” contest with Tim. His was a snazzy (for the time) 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