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Katrina Lee

Investment Associate

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Katrina Lee

Investment Associate

Katrina Lee joined Bell Asset Management (BAM) in January 2024. Katrina is initially operating in a generalist capacity with no specific sector research responsibilities. Katrina is also working closely with Matt Saddington and Adrian Martuccio on our Environmental, Social, and Governance (ESG) efforts as we continue to reinforce and improve on our integration of ESG into our investment philosophy and process.

Prior to joining BAM, Katrina worked at independent capital markets advisory firm Vesparum Capital in an investor relations capacity to several ASX-listed companies. This role also involved helping both listed and unlisted growth stage companies with the end-to-end process of raising capital. Before Vesparum, Katrina worked at ANZ Banking Group in the private banking team, supporting HNW individuals with their personal, lending and investment decisions.

Katrina holds a Bachelor of Commerce from the University of Melbourne.

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