LEE KOFFLER, CFA – Chief Operating Officer
Lee Koffler serves as Chief Operating Officer for Voleon, and he is based in Berkeley, California. His career includes leadership roles in finance, management consulting, and nonprofits.
Mr. Koffler began his career at McKinsey & Company, where he consulted for clients in financial services. After McKinsey, Mr. Koffler worked at Orbis Investment Management as the Head of the Investment Counselor Group: Americas, leading efforts in investment management, operations, strategy, and client-related activities. Following Orbis, Mr. Koffler worked at State Street Global Advisors (SSGA) as the Head of Institutional Strategy: Americas, where he revamped lagging businesses and set strategy.
Mr. Koffler earned his MBA in General Management from Harvard Business School, and he holds an AB in Biochemistry from Harvard College. He is a CFA charterholder.