Adrian F Lee, President and Chief Investment Officer

Adrian F Lee is the President and Chief Investment Officer of Adrian Lee & Partners, an investment management firm dedicated exclusively to providing currency overlay management to international investors.

Before founding this firm in 1999, Adrian was Managing Director of JP Morgan Investment Management’s Currency Overlay group in London. Prior to developing and managing currency overlay at Morgan, Adrian was responsible for developing JP Morgan’s tactical currency models in the Capital Markets Research Group in New York.

Prior to joining Morgan, Adrian worked for Winklevoss and Associates in Philadelphia and at the University of Pennsylvania as a lecturer in Statistics. Adrian is the author of several publications on global asset allocation and currency hedging; he was awarded the International Quantitative Group prize for outstanding research in 1990 for his work on currency.

He was responsible for much of Morgan’s and the industry’s original research and development work in the area of currency overlay management and is recognized globally as one of the founders of currency overlay. Adrian holds an MA in Mathematical Economics & Statistics from Trinity College, Dublin and an MBA in Finance & Actuarial Science from the Wharton School.

Nigel Rogers, Head of Trading

Nigel is a founding partner of Adrian Lee & Partners. Previously Nigel worked for JP Morgan Investment Management from 1995 to 1999 as Vice President and Global Head of Foreign Exchange Trading. Prior to JPMIM, Nigel gained extensive market experience in the employment of Barclays de Zoete Wedd, which he joined in 1985. During his tenure he was a trader in the foreign exchange spot market, interest rate market, and held the position of an executive in corporate sales, involving foreign exchange, interest rate and derivative products.

David Kirkpatrick, Head of Systems

David is responsible for designing Adrian Lee & Partners’ state-of-the-art ExCOMS systems, as well as establishing and maintaining the company’s technical infrastructure. He has over two decades experience of system development in the financial sector, spanning a wide range of roles, from large scale project management to specialized technical programming.

Before joining Adrian Lee & Partners, Mr. Kirkpatrick was a Vice President at JP Morgan Investment Management, where he designed and implemented a comprehensive suite of applications to support currency management. Previous employers include Credit Suisse First Boston and Robert Fleming Asset Management. He holds a BSc in Natural Philosophy from the University of Aberdeen, UK and a PhD in Physics from the University of Durham, UK.