Ms. Lees is responsible for Business Development at Piton Investment Management. She has been in the Financial Services Industry (institutional equity sales, corporate/executive services and trading) for 30 years.
She also serves as a Managing Director at U.S. Capital Advisors. Rae has been in the U.S. Capital Advisors Institutional Client Group for 11 years prior to transitioning over to U.S. Capital Wealth Advisors. Prior to joining U.S. Capital Advisors, Rae was with UBS Institutional Equities group covering institutional clients focused on the energy sector. Prior to UBS, she was in equity sales with AG Edwards covering Texas institutional accounts. Rae worked in Denver in Institutional Equity Sales for Stifel Nicolaus and D.A. Davidson and ran the Corporate Services departments for both Tucker Anthony and Hanifen Imhoff. Her Corporate Services departments managed Corporate Repurchase Programs, Executive 144 Sales, Employee Stock Option Programs and was charged with raising capital for companies off S3/Shelf Registrations. She started her career by graduating from Smith Barney’s sales-and-trading training program in New York City and then working as a Listed Equity Sales trader there for four years starting on the floor of the New York Stock Exchange.
Rae holds a Bachelor of Arts in Marketing and Finance from Trinity University and a Masters in Business Administration (International Finance) from Vanderbilt University.
On the personal side, Rae enjoys skiing, mountain bike riding, fly fishing and competing in hunter/jumper equestrian events. Her charitable work includes the Epilepsy Foundation, Lymphoma, Leukemia & Multiple Myeloma Society, Texas Children’s Hospital and The Landing. She is a Colorado native but has been living in Houston with her two teenage boys for the past 15 years.