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Jonathan Lee Email & Phone Number
Managing Director, Research
at
Focus Partners Wealth
LinkedIn matched
✓ Verified Jul 2026
3 data sources
Profile completeness 86%
Current company
Role
Managing Director, Research
Location
New York, United States
Company size
Who is Jonathan Lee? Overview
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Quick answer
Jonathan Lee is listed as Managing Director, Research at Focus Partners Wealth, a with 1218 employees, based in New York, United States. AeroLeads shows a matched LinkedIn profile for Jonathan Lee.
Jonathan Lee previously worked as Managing Director and Senior Portfolio Manager at Focus Partners Wealth and Managing Director & Senior Portfolio Manager 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, Research at Focus Partners Wealth.
Current workplace
Jonathan Lee's current company
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Focus Partners Wealth
8 roles
Jonathan Lee work experience
A career timeline built from the work history available for this profile.
Managing Director And Senior Portfolio Manager
Managing Director & Senior Portfolio Manager
Director Of Private Strategies
Mar 2019 - Mar 2024
Manager Of Private Strategies & Portfolio Manager
Oct 2013 - Mar 2019
Investment Analyst
Prosper Advisors
Apr 2011 - Oct 2013
Analyst - New Fund Development
May 2009 - Aug 2010
Summer Intern - New Fund Development
May 2006 - May 2009
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, Research at Focus Partners Wealth.
Where is Jonathan Lee based?
Jonathan Lee is based in 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.
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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