Susie Lee is a mission driven investor at the W.K. Kellogg Foundation. She is responsible for developing and coordinating strategic investment activities that address the root causes of racial inequity and reduce the racial wealth gap to improve the lives of children and families. Her work includes implementing programmatic and investment activities to increase social impact; ongoing analysis of solutions and trends; monitoring contractual and investment compliance; developing relationships within the field; fostering alliances with community, corporate and philanthropic partners; and supporting the overall direction and implementation of the foundation’s strategic framework.
Prior to joining WKKF, Susie worked as an investment consultant and venture partner enabling entrepreneurs, families, and foundations to align their money with mission by sourcing, making, and managing impact investments. Previously, she was the chief investment officer at RSF Social Finance from 2016-2019 where she led strategy, execution, and growth of innovative, integrated capital financing of for-profit companies and nonprofit social enterprises. She led teams that deployed ~$60 million annually in direct loans, growing loan portfolios to over $130 million and stewarded $70 million in Donor Advised Fund assets fully invested for impact. Prior to this, she served as a principal at the Skoll Foundation; Principal at TBL Capital and Partnership Capital Growth Advisors & Investors (PCG); director at IGNIA Partners; summer associate, Bay Area Equity Fund at JP Morgan; associate venture capital at Community Technology Fund, Boston University Endowment; and private equity analyst at TAG Venture Partners in Boston. Lee has also worked at Google, Stanford and served as an AmeriCorps Entrepreneur Corps Fellow at New Sector Alliance.
Susie holds a Bachelor of Arts in history from Columbia University and attended the Wharton School, University of Pennsylvania where she completed core coursework in the MBA program.
Areas of Expertise:
- Investing along the spectrum of risk and impact
- Racial and gender equity
- Alternative ownership
- Reimagining capital markets