About

Phillip Lee joined Citadel in 2013 as a senior analyst specializing in the technology sector at Surveyor Capital. After performing as a top analyst at the firm, he was promoted to portfolio manager in 2015 and subsequently scaled one of the largest and most profitable teams at Citadel.

During his time as a portfolio manager, Phil was also promoted to take on managerial responsibilities including Senior Mentor and then U.S. Deputy Head where he spent time helping accelerate the success of portfolio managers, analysts and associates based on his success building and scaling his team at Surveyor.

In 2021 Phil was appointed as Head of Surveyor Capital. He has since advanced Surveyor as a talent forward strategy, focusing on recruiting, developing, and retaining the best investment talent and setting teams up for long-term success. He serves on Citadel’s Portfolio Committee.

Phil started his career at Morgan Stanley’s Technology Investment Banking division and was the first senior analyst to join Cadian Capital, a technology focused hedge fund.

Phil graduated from Dartmouth College with a bachelor’s degree in economics and earned his MBA from the Stanford Graduate School of Business.

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