Lee C. Batten
Director of Performance Reporting
Lee is the Director of Performance Reporting at GYL Financial Synergies. His responsibilities include overseeing all institutional performance reporting. He has over 22 years of experience in investment consulting, investment research, and marketing, including 20 years working with institutional clients.
Prior to joining the firm in 2016, Lee worked in the Institutional Consulting Group of Wells Fargo Advisors in St. Louis, Missouri, consulting with the firm’s key clients on all aspects of investment policy, asset allocation, manager selection, and performance measurement. Before that, he worked as a Senior Consulting Group Analyst and Portfolio Manager for Smith Barney’s Portfolio Advisory Services Group.
Lee received a BS in Business Administration from the University of Richmond. He is Series 66 registered.
Lee enjoys spending time with his family on the water and supporting the University of Richmond athletics. His hobbies include fishing, golf, and boating.