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Our People

Eugene Y. Lee, Ph.D., CFA

Eugene Lee received his M.A. in mathematics and Ph.D. in finance from the University of Texas at Austin. He taught at the University of Missouri- Columbia, and the University of Rhode Island for several years before he founded Integrity Global Asset Management, Inc. in 1999, and founded and managed the “Internet Index Fund.” Following the sale of Integrity Global Asset Management, Inc., he founded Momentum Capital Management, Inc., and managed some of the hedge funds established by Millennium Partners and Augusta Advisors LLC, and separate managed accounts. Dr. Lee was chosen as one of the next century business leaders in the State of Rhode Island by the Providence Journal in 1999. He has published many articles in prestigious academic journals such as Econometrica and the Journal of Financial Economics (by his legal name Yul W. Lee). Dr. Lee founded Retirement Income Security, LLC in 2017, and currently serves as its president & CEO. He has developed an investment product for retirees called Virtual Annuity, which aims to fix the shortcomings of traditional life annuities, and an index called Stable SPX, a stable version of the S&P 500 Index for investors with low-risk tolerance. Dr. Lee is a CFA charter holder and an enthusiastic LA Dodgers fan.

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