Marlena Lee

Marlena Lee, a 15 year veteran of the investment industry, currently serves as the Global Head of Investment Solutions for Dimensional Fund Advisors. Recognizing the need to integrate Dimensional's deep academic research into timely and compelling communications, she created the Investment Solutions team in 2019. The team of ~70 investment professionals sits at the intersection our investments and client teams to develop and deliver analytics and compelling content to investors while enhancing firm brand and visibility.

Her team acts as Dimensional’s public face, producing timely content for our websites and social media. Marlena’s department is responsible for the strategy and development of product marketing, working across departments to support the launch and continuing success of our investment products. She directs the deployment of investment information and training to internal teams through content delivery tools and internal education programs. Her team created an internal knowledge base and is responsible for the governance over the ecosystem of investment materials. She was instrumental in the development of the investments pillar for Dimensional University, a corporate training program.

In her previous role, Marlena was Dimensional’s Co-Head of Research, directing the research agenda for a team of PhDs and researchers. She engaged across a spectrum of financial intermediaries, including financial advisors, institutions such as pensions plans, and consultants, to communicate research findings and to better understand their investment goals and questions. This cycle of communication with investment professionals allowed Marlena to develop a relevant and impactful research agenda, while sharpening her skills as a polished communicator who can translate complex topics and easily modulates her communication style to be impactful in a wide range of settings.