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Peter Lee

Peter Lee

Peter is a Director with more than a decade of experience spanning a variety of sectors including technology, software, media, and real estate. He has executed numerous M&A and financing transactions as an investment banker and has made investment recommendations that contributed to more than 2x market returns at a hedge fund. As a data scientist, Peter is proficient in several programming languages.

With Accordion, Pete has worked on operational-focused projects – including stakeholder reporting development, strategic KPI enhancement, business analytics, and transaction execution assignments such as sell-side readiness and M&A execution support.

Prior to Accordion, he was the Director of Research for Triton Research, an independent equity research firm focused on technology companies, where he produced in-depth investment research reports on upcoming IPO’s for institutional investors that collectively managed more than two trillion dollars. During his time at Triton, Peter helped develop a scoring algorithm that has been shown to be a statistically significant predictor of stock price returns post-IPO.

Prior to Triton, Peter was an equity research analyst for Plough Penny Partners, a hedge fund based in New York City focused on investing in technology, media, and telecom companies. During his tenure, the fund generated returns twice that of the S&P 500.

Prior to Plough Penny Partners, Peter was an investment banker at Allen & Company and Merrill Lynch & Co., where he worked on corporate finance and M&A transactions in the technology, media, telecom, and real estate industries.

Peter graduated cum laude from Columbia University with a B.S. in Economics and is a CFA charterholder.

“Stay hungry. Stay foolish.” – Steve Jobs

Something You Should Know

  • Thrice the winner of Accordion San Francisco’s office plank challenge


  • Chartered Financial Analyst