Lee Gardella

Editor
DISC Type : CS

Head Private Equity North America at Schroders

Stamford, Connecticut, United States

Overview

Lee Gardella serves as the Head of Private Equity for North America at Schroders Capital. He is a member of the Investment Committee, chairs the ESG Committee, and leads the firms US business. An experienced investment professional with a CFA certification, he specializes in servicing institutional investors.

He is a vocal advocate for integrating sustainability and impact investing into private equity, with a particular interest in leveraging data analytics to enhance these efforts.

Personality Overview

Self-Disciplined

Late Adopter

Fact-Driven

The only way to convince them is by showing them examples and ample proof.  Being observant comes to them naturally. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

ESG & Impact Investing
As Chair of the ESG Committee, he actively integrates sustainability principles into the firm's private equity investment strategies and business operations.
Private Equity
Leads the North American private equity division for Schroders Capital, a major global asset manager, and is a key member of the Investment Committee.
Investment Risk
Has extensive experience leading global investment risk practices, showcasing a deep understanding of risk management and monitoring for large investment firms.

Media Appearances

Lee has no verified media appearances

Work History

6-2021
Head Private Equity North America at Schroders
5-2007
Head Investment Risk & Monitoring and Investment Committee Member at Schroder Adveq
1-2006 - 4-2007
Managing Director at CTC Consulting
9-1997 - 12-2005
Senior Vice President at US Trust
6-1994 - 9-1997
Associate at Edison Venture Fund

Education

1989 - 1990
MBA from University of Notre Dame - Mendoza College of Business
1985 - 1989
BSBA from Shippensburg University of Pennsylvania

More Information

Social Presence :

Prographics :

Exp : 31 Location : Stamford, Connecticut, United States Job Level : N/A Designation : Head Private Equity North America at Schroders
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Insights For Selling To Lee

During A Call Or A Meeting

DO's

  • When following up with them, expect slowness; use questions to engage them, preferably over email.
  • 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

  • Avoid winging it with them particularly, answer a question only if you know the answer well
  • Don't ask them to move fast, let them take their time and digest all the information
  • Avoid emotional and informal language, stay objective and to the point instead

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Lee is

  • Low-risk, adoption by others are very important to them, followed by confidence in ROI.
  • Will you ever get a clear answer from Lee

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Lee move?

  • They do not like to rush and therefore can be quite slow in their decision-making.
  • Can Lee take some risk or not?

  • They have little risk-appetite and prefer to take measured decisions.

You And Lee

Personality Compatibility


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