Robert Lee

Portfolio manager and co-leader of Fidelity's global Consumer Staples research team

Biography

Bob Lee is a portfolio manager at Fidelity Management & Research Company (FMR Co.), the investment advisor for Fidelity's family of mutual funds. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to more than 20 million individuals, institutions, and financial intermediaries.

In this role, Mr. Lee co-manages Fidelity VIP Balanced Portfolio, Fidelity Stock Selector All Cap Fund, Fidelity Advisor Stock Selector All Cap Fund, Fidelity Series Broad Market Opportunities Fund, Fidelity Balanced Fund, Fidelity Advisor Balanced Fund, Fidelity Series All-Sector Equity Fund, and Fidelity VIP Contrafund Portfolio. He also manages Fidelity Select Consumer Staples Portfolio and Fidelity Advisor Consumer Staples Fund.

Apart from his current responsibilities, Mr. Lee managed VIP Consumer Staples Portfolio. In 2003, he began following the restaurant industry and added the food and beverage industries in 2004. Mr. Lee joined Fidelity in 2001 as a research analyst following the business services and supply chain technology industries.

Before joining Fidelity, Mr. Lee worked as a summer equities associate with Goldman, Sachs & Co. He also worked as a financial analyst for Adshel Inc., where he was responsible for evaluating potential acquisitions and new business development opportunities within a high-growth segment of the outdoor media industry. Mr. Lee has been in the investments industry since joining Chase Securities Inc. in 1995 as a financial analyst in the Global Investment Banking Division.

Mr. Lee earned his bachelor of science degree in management from Babson College and his master of business administration degree from the Wharton School at the University of Pennsylvania. He is also a Chartered Financial Analyst (CFA®) charterholder.