NAPFA Fall 2023 National Conference Speaker

Courtney Lee is an Austin-based Investment Strategist in Dimensional’s Investment Solutions Group. An equity portfolio strategist, she is responsible for supporting the effective communication of Dimensional’s investment approach and strategies to clients and prospects. Prior to joining Dimensional, Courtney was an active quantitative equity portfolio specialist and assistant vice president with State Street Global Advisors. She served as a subject matter expert for the firm’s active quantitative equity strategies and was responsible for clearly articulating and providing ongoing updates on its investment philosophy, process, and solutions. She also worked as an advisor consultant at Franklin Templeton Investments. Courtney holds an MBA in finance from Washington University in St. Louis and a bachelor’s degree in business economics from Brown University.