Fundraising Fox

Lee Wanie

Investor

Managing Director, Head of North America, Capital Formation at Sagard Private Equity Canada

United States

About

Lee Wanie is Managing Director, Head of North America, Capital Formation at Sagard, which he joined in 2025, overseeing fundraising across North America. He previously served as Head of Sales and Distribution at Mubadala Capital and led institutional fundraising and consultant relations at BMO Global Asset Management, and earlier held capital formation leadership roles at BlackRock and Barclays Global Investors over 18 years. He holds an A.B. in Economics from the University of California, Berkeley, and is a CFA charterholder.

Experience

  1. SagardHead of North American Capital Formationcurrent2025 β€” presentNew York, New York, United States
  2. Mubadala CapitalHead of Sales and Distribution2021 β€” 2024New York, New York, United States
  3. BMO Global Asset Management U.S.Managing Director - Institutional Distribution2019 β€” 2021Chicago, Illinois
  4. BlackRockManaging Director - Institutional Client Business2009 β€” 2018New York, NY
  5. BARCLAYS GLOBAL INVESTORS FINANCE LIMITEDClient Relationship Officer1999 β€” 2009
  6. Dean Witter Reynolds (Morgan Stanley)Financial Advisor1996 β€” 1999

Education

  1. University of California, BerkeleyAB, Economics

Skills & more

Series 3Asset Management26Alternative Investments16Hedge Funds10Fixed Income5Asset Allocation5ETFs4Investments4Investment Strategies5Investment Management5Equities3Asset Managment3
+10 morePortfolio ManagementSeries 7DerivativesChartered Financial AnalystSeries 24Capital MarketsBondsTradingBloombergSeries 63

Languages French Β· German

  • Series 3, 6, 7, 24, 63, 65 β€” FINRA
  • Chartered Financial Analyst β€” CFA Institute

From Lee's professional profile.

Colleagues at Sagard Private Equity Canada

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Where does Lee Wanie work?
Lee Wanie is Managing Director, Head of North America, Capital Formation at Sagard Private Equity Canada.

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