Eric Lee

Researcher
DISC Type : Cs

Investment Analyst at Artisan Partners

San Francisco, California, United States

Overview

Eric is a Growth Investor at Artisan Partners, focusing on technology and software equities. He has a robust background in fundamental equity analysis across long-only, long/short, and private equity firms like Cota Capital and Capital Group. He holds an MBA from The Wharton School and a B. S. in Industrial and Systems Engineering from USC.

Outside of his finance career, Eric has a notable background in music, having pursued a Jazz Studies minor during his undergraduate studies at the University of Southern California. This suggests a creative and disciplined side beyond his analytical profession.

Unique fact: Eric combines his technical engineering background with a formal education in jazz music.

Personality Overview

Detail Oriented

ROI Seeker

Self-Disciplined

They are always well-planned and adopt a systematic approach.  They are heavily focused on quality and prefer doing things the right way, even if it takes time. Being observant comes to them naturally.

Topics They Care About

Technology Investing
His entire career, from Capital Group to Artisan Partners, has been dedicated to analyzing and investing in the technology sector, with a specific focus on software.
IT Observability
While at Cota Capital, he organized and hosted a panel discussion with founders and CEOs specifically focused on the latest trends in observability and IT infrastructure.
Public & Private Equity
His experience spans both private and public equity investing at firms like Cota Capital and Artisan Partners, giving him a broad market perspective.

Media Appearances

Eric has no verified media appearances

Work History

2026
Investment Analyst at Artisan Partners
2019 - 2026
Principal at Cota Capital
6-2018 - 8-2018
Summer Analyst at Whale Rock Capital Management LLC
2015 - 2017
Analyst at Partner Fund Management
2013 - 2015
Associate at Capital Group

Education

Master of Business Administration (MBA) from The Wharton School
B.S. Industrial and Systems Engineering | Jazz Studies Minor from University of Southern California

More Information

Social Presence :

Prographics :

Exp : 14 Location : San Francisco, California, United States Job Level : Middle Designation : Investment Analyst at Artisan Partners
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Insights For Selling To Eric

During A Call Or A Meeting

DO's

  • Use a presentation with information before getting into a live product walkthrough
  • Actively address their concerns around change, risk, and acceptance by users
  • Share a one-off customer success story but keeps the focus on highlighting objective, numerical results

DONT's

  • Do not sound overly eager, modulate your energy levels especially if you are generally enthusiastic
  • Give it some time before you try to build rapport and a relationship, it doesn't come to them naturally
  • Don't ask them to move fast, let them take their time and digest all the information

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Eric is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Eric

  • Often, they don't say no, or keep going about it in circles.

Insights For Deal Planning

    How fast (or slow) will Eric move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Eric take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Eric

Personality Compatibility


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