Teresa Lee, CFA, joined Pender in January 2026 as Head of Equity Research and to work with David Barr on the Pender Global Small/Mid Cap Equity Fund.
Teresa brings over 25 years of investment management experience to Pender. She began her career in 1995 as a trader and analyst at a British multinational general insurance company, switching her focus to managing small caps in 1998. Teresa spent 16 years at a Canadian independent, investment management firm where she led small cap, all cap and high conviction mandates, becoming Co-CIO in 2015.
Teresa retired in 2020 to focus on other projects and private investments but remained deeply engaged in the public markets. She returned to full-time investment management with Pender, joining David Barr to work on the Pender Global Small/Mid Cap Equity Fund and reigniting her passion for fundamental equity strategy as Head of Equity Research.
Teresa has a Bachelor of Commerce degree from the University of British Columbia and earned her Chartered Financial Analyst (CFA) designation in 1998.
Teresa enjoys running and yoga.
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