Stephen Lee

Stephen Lee: Email & Phone Number

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Client Operations Specialist at Our Family Office Inc.|Markham, Ontario, Canada

Position:

Client Operations Specialist at Our Family Office Inc.

Location:

Markham, Ontario, Canada

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Last updated: 2026-05-19
Updated: 2026-05-19

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Work Experience 27 years

Client Operations Specialist at Our Family Office Inc.

Feb 2025 - Current

Investment Operation Specialist at MFS Investment Management

Nov 2013 - Jul 2024

Asset Controller at MFS Investment Management

Jul 2012 - Nov 2013

Senior Portfolio Administrator at MCLEAN BUDDEN

May 2007 - Jul 2012

Portfolio Administrator at MCLEAN BUDDEN

Nov 1999 - May 2007

Stephen Lee started working in 1999, then the employee has changed 2 companies and 4 jobs. On average, Stephen Lee works for one company for 5 years 2 months.

Their professional focus is Account Reconciliation, Administration, and Administrative Assistance across 3 core areas.

Education

CFA Institute

Bachelor's degree at York University

Frequently Asked Questions

What is Stephen Lee's email address?

SignalHire found a verified business email address for Stephen Lee: s**@ourfamilyoffice.ca.

What is Stephen Lee's phone number?

SignalHire found a verified phone number for Stephen Lee: +1-***-***-8795.

How do I contact Stephen Lee at Our Family Office Inc.?

You can reach Stephen Lee through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is Stephen Lee's professional background?

Stephen Lee has 27 years of professional experience. They have held roles including Investment Operation Specialist, Asset Controller, and Senior Portfolio Administrator at companies such as MFS Investment Management, MFS Investment Management, and MCLEAN BUDDEN. Their education includes CFA Institute, and Bachelor's degree from York University.

Is Stephen Lee's contact information up to date?

Yes. Stephen Lee's SignalHire profile was last updated on 19 May 2026, reflecting their current position as Client Operations Specialist at Our Family Office Inc. in Toronto, Ontario, Canada.

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