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Peter Vanderlee, CFA

Peter Vanderlee, CFA

Managing Director, Portfolio Manager
27 Years experience
33 Years at firm

"We use a rigorous investment process, based on a prudent search for value."

Peter is a Portfolio Manager on the Balanced Income, Energy MLP and Tactical Dividend Income strategies at ClearBridge Investments. He joined the firm in 1999 and has 27 years of investment management experience and 11 years of related industry experience.

Peter has been a Portfolio Manager since joining the firm. Prior to joining the firm, he was a First Vice President at Salomon Smith Barney; Program Director and Senior Associate in the Financial Services and Information Technology Group at Booz & Company; and a Senior Consultant at Cap Gemini America.

Peter received an M.B.A. from New York University's Leonard N. Stern School of Business and an M.S. in math/computer science from the University of Technology in Eindhoven. He is a CFA® charterholder.

Experience

  • 27 years of investment industry experience
  • 11 years of related industry experience
  • Joined the firm in 1999
  • Salomon Smith Barney – First Vice President
  • Booz & Company – Program Director/Senior Associate, Financial Services and Information Technology Group
  • Cap Gemini America – Senior Consultant
  • M.B.A. from New York University’s Leonard N. Stern School of Business
  • M.S. in math/computer science from the University of Technology, Eindhoven
  • CFA® charterholder

Perspectives

  • The Rotation to Resilience
    Market leadership is broadening beyond mega-cap AI winners toward “durability” characteristics such as predictable earnings, strong free cash flow and tangible asset backing — making hard-asset, low-obsolescence (HALO) stocks particularly attractive.
  • The Next Generation of Dividend Aristocrats
    The next generation of dividend aristocrats exhibits the same compounding strength as their predecessors but with new and diverse growth drivers.
  • Energy, Financials Lead Dividend Stock Performance
    Tactical Dividend Income 4Q24: Strong showings from dividend payers in energy and financials drove Strategy outperformance in the fourth quarter.
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