Son Le analyzes and prepares reports for performance reviews, asset allocation studies, vendor searches, and investment manager searches. In addition, he provides support to the consultants for other client-related ad hoc projects.
Prior to joining PEI, Son was an associate at Pickering Energy Partners, an asset management and consulting firm specializing in energy investment across asset classes, where he supported corporate M&A transactions across the firm as well as investment consulting engagements for outside clients. Before joining Pickering Energy Partners, Son was an analyst at Triple Crown Investments where he was responsible for forecasting and evaluating investment opportunities, as well as analyzing the performance of portfolio companies in the entertainment and real estate industries.
Son earned a BBA in Finance and Accounting, graduating magna cum laude from Texas Christian University. He is also pursuing an MBA from New York University. Son holds the Chartered Financial Analyst (CFA) designation.