Connie Lee, CFA, CAIA, is a senior vice president and investment consultant on Callan’s West Coast consulting team. Based in Los Angeles, Connie provides investment consulting services to a variety of institutional client types, including defined benefit plans, defined contribution plans, insurance companies, and endowments, foundations, and other nonprofits. Her scope of engagements includes advisory as well as discretionary consulting services/outsourced chief investment officer (OCIO) solutions. Connie joined Callan in 2007. She is a member of Callan’s Client Policy Review Committee and is a shareholder of the firm. She is also a DCIIA Diversity & Inclusion Leadership Committee mem