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Jenni Lee

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Jenni Lee

Managing Director, Head of CDLI | Cliffwater

San Francisco, California, United States

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Jenni Lee

Summary

Jenni Lee is a seasoned investment professional with over 20 years of experience in the financial services industry, specializing in strategic partnerships and investment management. Her diverse background spans roles in both buy-side and sell-side markets, where she has demonstrated a strong aptitude for building and maintaining complex relationships. Jenni is recognized as a subject matter expert in indexing, particularly in index strategy and methodology development. In addition to her corporate endeavors, she also contributes to academia as an adjunct professor, sharing her extensive knowledge with the next generation of finance professionals. Her ability to negotiate multi-million dollar deals showcases her strong leadership and consultative sales skills. Jenni is passionate about innovation and enjoys the challenges that come with her role, always striving to create value for her clients and partners. Outside of her professional life, she values continuous learning and personal growth.

General

Generalist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Jenni Lee

Work Experience

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Managing Director, Head of CDLI at

Cliffwater

June 2024 - Present

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Adjunct Professor at

Skyline College

March 2024 - Present

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Investor - Series A at

Einride

July 2019 - Present

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Senior Principal, Business Development at

New Colony Homes Inc

April 2021 - March 2023

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Senior Account Executive / Business Development, Gartner Invest at

Gartner

October 2018 - March 2021

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Managing Director, Head of Business Development and Sales, Innovation & Advisory Solutions, Americas at

State Street

November 2016 - October 2018

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Director, Global Provider Strategy at

LLC Black Rock

April 2011 - November 2016

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Vice President, Senior Index Specialist at

MSCI Inc.

March 2007 - April 2011

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Vice President, Institutional Equity Sales & Trading at

Merrill Lynch/Wfc/L. Inc.

May 2002 - March 2007

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Consultant, Strategy & Operations at

Williams Family Enterprises LLC

August 1998 - March 2003

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Jenni Lee

Education

Trinity University, Bachelor’s Degree, Magna Cum Laude

Institute for Shipboard Education: Semester at Sea, Study Abroad Program

Frequently Asked Questions about Jenni Lee

What is Jenni Lee email address?

Jenni Lee's primary email address is *********@bnymellon.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Jenni Lee work for?

Jenni Lee is a Managing Director, Head of CDLI at Cliffwater, a company specializing in Functions related to depository banking.

Where Jenni Lee graduated from?

Jenni Lee holds a degree in Concentration In Finance And Entrepreneurial Studies (Full Tuition Sponsorship) from UCLA Anderson School of Management.

How can I directly contact Jenni Lee?

To contact Jenni Lee directly, you can use the email address *********@bnymellon.com. Complete contact information is available upon registration with Muraena.

Who is Jenni Lee?

Jenni Lee is a seasoned investment professional with over 20 years of experience in the financial services industry, specializing in strategic partnerships and investment management. Her diverse background spans roles in both buy-side and sell-side markets, where she has demonstrated a strong aptitude for building and maintaining complex relationships. Jenni is recognized as a subject matter expert in indexing, particularly in index strategy and methodology development. In addition to her corporate endeavors, she also contributes to academia as an adjunct professor, sharing her extensive knowledge with the next generation of finance professionals. Her ability to negotiate multi-million dollar deals showcases her strong leadership and consultative sales skills. Jenni is passionate about innovation and enjoys the challenges that come with her role, always striving to create value for her clients and partners. Outside of her professional life, she values continuous learning and personal growth.

Jenni`s contact details

mail

*********@bnymellon.com

*********@einride.tech

Colleagues

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Noam Leibovitz

Vice President

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Stephen Vasturia

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Tyler Holstein

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Thomas Jorgensen

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Phil Huber Cfa Cfp

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Philip Hasbrouck

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Philip Hasbrouck

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George Bumeder

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Blake Nesbitt

Senior Managing Director, Co-Head Asset Management

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