Mr. Stern has a broad array of experience in investor relations, management consulting and finance. Since joining Trout in 1999, he has worked with numerous health sciences companies to develop and implement their investor positioning strategies, assisted companies with capital-raising strategies and advised senior management on general company strategy. His responsibilities also include the compliance function of Trout Capital LLC, the firm's broker-dealer.
Lee holds an MBA from the Wharton School of the University of Pennsylvania and a Bachelor of Science degree in quantitative economics from Tufts University. Lee is also a Chartered Financial Analyst (CFA) and holds Series 7, 24, 79, 63 and 99 securities licenses. He is a member of the CFA Institute, plays drums for a New York-based rock and roll band and enjoys spending any free time with his wife, son and daughter.