Sang Lee

Sang Lee

Co-Founder and Managing Partner

Areas of Expertise: Electronic Trading, Equities Market, Fixed Income, Foreign Exchange, Front-Office Trading Technology, Market Structure

Sang Lee is a co-founder and serves as managing partner of Aite Group. Mr. Lee's expertise lies in the securities & investments vertical, and he has advised many global financial institutions, software and hardware vendors, and professional services firms in sell-side and buy-side electronic trading technology, market structure, and retail brokerage technology evolution.

Mr. Lee has been quoted extensively in the media, including The Wall Street Journal, The New York Times, The Washington Post, Financial Times, Business Week, Newsday, CBS MarketWatch, and Investor's Business Daily. He has also been quoted in and written articles for various trade publications, including Pensions and Investments, Institutional Investor, Crain’s New York Business, Wall Street & Technology, Euromoney, Trading Technology Week, Securities Industry News, Financial News, HedgeWorld, American Banker, Bank Technology News, and The Bond Buyer.

Prior to joining Aite Group, Mr. Lee was a founding member of Celent Communications and served as the manager of the securities & investments and operations groups. At Celent, Mr. Lee played a pivotal role in creating and growing one of the leading securities & investments practices in the financial services research industry. Prior to Celent, Mr. Lee served as a business strategist for ZEFER, an industry-leading Internet professional services firm in Boston. At ZEFER, Mr. Lee formulated Internet business strategies for Fortune 1000 clients. Mr. Lee also worked for D.E. Shaw Financial Technology, where he was responsible for business development and marketing; conducted market research and competitive analysis and spearheaded partnership programs; and played an instrumental role in the sale of D.E. Shaw to Merrill Lynch.

Mr. Lee holds a B.A. from the University of Michigan and an M.A. from Columbia University. Mr. Lee is fluent in English and Korean, and he is desperately trying to become fluent in Japanese.

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After years of stagnant growth during the post-global-financial-crisis environment, firms are faced with budgetary pressures, declining resources, and restructuring.  At the same time, firms are desperately looking for new ways to innovate and compete by better leveraging technology....

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