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Board of Directors
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Shirley Ogden, CFA

Title: Past President
Phone: (972) 960 -1001

Shirley A. Ogden CPA, CFA

Shirley is the Director of Investments and is a member of the Investment Committee at Lee Financial. She joined the firm in 1994 and has more than twenty-five years’ experience in the financial advisory business. Shirley specializes in the analysis and review of alternative investments with a focus on real estate, energy, private equity, and structured debt. In addition, Shirley has been an Advisory Board member for numerous limited partnerships and was previously on the Board of Directors and Chairman of the Audit Committee for a publicly traded energy company. Shirley has a degree in accounting from Arizona State University; she holds a Chartered Financial Analyst designation and is a Certified Public Accountant. She is an active member of several Boards including Past-President of the CFA Society of DFW Board, the Texas CFA Societies Board, the Plano Symphony Board, and the TIF Board for the City of Plano.