Lee Spelman

Lee Spelman, Managing Director, is the Head of U.S. Equity Client Portfolio Managers at J.P. Morgan. An employee since 1989, Ms. Spelman was previously a Senior Research Analyst in the U.S. Equity Research group following the computer hardware and software sectors. She was also the global technology sector team leader. Prior to joining the firm, she was Partner and Director of Research at Martin Simpson & Co., a sellside brokerage house specializing in technology research. Ms. Spelman holds a B.S. in economics from the Wharton School of Business at the University of Pennsylvania and is a CFA charterholder. She is a trustee of the University of Pennsylvania. She holds Series 7, 24 and 63 licenses, and is a member of The New York Society of Security Analysts.