Jonathan Lee
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Jonathan Lee Email & Phone Number

Managing Director and Senior Portfolio Manager at Focus Partners Wealth
Location: New York, New York, United States 7 work roles 1 school
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✓ Verified May 2026 3 data sources Profile completeness 86%

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Current company
Focus Partners Wealth
Role
Managing Director and Senior Portfolio Manager
Location
New York, New York, United States
Company size
123 employees

Who is Jonathan Lee? Overview

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Quick answer

Jonathan Lee is listed as Managing Director and Senior Portfolio Manager at Focus Partners Wealth, a company with 123 employees, based in New York, New York, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Lee.

Jonathan Lee previously worked as Managing Director & Senior Portfolio Manager at The Colony Group and Director of Private Strategies at The Colony Group. Jonathan Lee holds Bachelor Of Arts, Economics, Finance, Religion from Bucknell University.

Company email context

Email format at Focus Partners Wealth

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Focus Partners Wealth

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Profile bio

About Jonathan Lee

Jonathan Lee is a Managing Director and Senior Portfolio Manager at Focus Partners Wealth.

Current workplace

Jonathan Lee's current company

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Focus Partners Wealth
Focus Partners Wealth
Managing Director and Senior Portfolio Manager
New York, NY, US
Website
buckinghamstrategicpartners.com
Employees
123
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7 roles

Jonathan Lee work experience

A career timeline built from the work history available for this profile.

Managing Director & Senior Portfolio Manager

Current
The Colony Group

New York City Metropolitan Area

Mar 2024 - Present

Director Of Private Strategies

The Colony Group

Greater New York City Area

Mar 2019 - Mar 2024

Manager Of Private Strategies & Portfolio Manager

The Colony Group
Oct 2013 - Mar 2019

Investment Analyst

Prosper Advisors
Apr 2011 - Oct 2013
Team & coworkers

Colleagues at Focus Partners Wealth

Other employees you can reach at buckinghamstrategicpartners.com. View company contacts for 123 employees →

EB Erica Brown Erica Brown Colleague at Focus Partners Wealth St Louis, Missouri, United States, United States View → LL Loring Loring Loring Loring Colleague at Focus Partners Wealth Greater Ottawa Metropolitan Area, Canada View → RU Richard Ullman Richard Ullman Colleague at Focus Partners Wealth San Jose, California, United States, United States View → SN Steve Ncginnis Steve Ncginnis Colleague at Focus Partners Wealth San Jose, California, United States, United States View → EB Ernesto Bustamante Ernesto Bustamante Colleague at Focus Partners Wealth South Orange Village, New Jersey, United States, United States View → JS Joe Swanson Joe Swanson Colleague at Focus Partners Wealth Greater St. Louis, United States View → BM Brandi Mccoy Brandi Mccoy Colleague at Focus Partners Wealth St Louis, Missouri, United States, United States View → JP John Panem John Panem Colleague at Focus Partners Wealth Las Vegas, Nevada, United States, United States View → RR Roger Rowe, Cfp® Roger Rowe, Cfp® Colleague at Focus Partners Wealth Coeur d'Alene, Idaho, United States, United States View → JG Judd Grimshaw Judd Grimshaw Colleague at Focus Partners Wealth St Peters, Missouri, United States, United States View →
1 education record

Jonathan Lee education

FAQ

Frequently asked questions about Jonathan Lee

Quick answers generated from the profile data available on this page.

What company does Jonathan Lee work for?

Jonathan Lee works for Focus Partners Wealth.

What is Jonathan Lee's role at Focus Partners Wealth?

Jonathan Lee is listed as Managing Director and Senior Portfolio Manager at Focus Partners Wealth.

Where is Jonathan Lee based?

Jonathan Lee is based in New York, New York, United States while working with Focus Partners Wealth.

What companies has Jonathan Lee worked for?

Jonathan Lee has worked for Focus Partners Wealth, The Colony Group, Prosper Advisors, and Resource America.

Who are Jonathan Lee's colleagues at Focus Partners Wealth?

Jonathan Lee's colleagues at Focus Partners Wealth include Erica Brown, Loring Loring, Richard Ullman, Steve Ncginnis, and Ernesto Bustamante.

How can I contact Jonathan Lee?

You can use AeroLeads to view verified contact signals for Jonathan Lee at Focus Partners Wealth, including work email, phone, and LinkedIn data when available.

What schools did Jonathan Lee attend?

Jonathan Lee holds Bachelor Of Arts, Economics, Finance, Religion from Bucknell University.

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