Chief Financial Officer
Lee Portman is the Chief Financial Officer of the Investment Manager and RBBS. Most recently, Lee was the Chief Financial Officer of INXPO, a venture-backed software-as-a-service company where he led the finance, accounting, HR, and recruiting functions and spearheaded a sale of the company to West Corporation, a large multinational corporate communications company owned by Apollo Global, one of the largest private equity firms in the world. Prior to INXPO, Lee was the CFO of Zone Mechanical, a private equity portfolio company and leading refrigeration contractor in the Midwest, where he was responsible for all financial aspects of the company, Prior to that, Lee spent eight years at Citadel, one the world’s most prominent hedge funds, serving in a variety of capacities, beginning in Citadel’s fund administration unit and ultimately as an associate within the Office of the COO. Lee began his career as a staff auditor at PricewaterhouseCoopers after earning a BS and an MS in Accounting from the University of Illinois. Lee also received an MBA from the University of Chicago’s Booth School of Business and is a licensed Certified Public Accountant in Illinois.