Jonathan Lee

Jonathan Lee Email and Phone Number

Managing Director and Senior Portfolio Manager @ Focus Partners Wealth
New York, NY, US
Jonathan Lee's Location
New York, New York, United States, United States
About Jonathan Lee

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

Jonathan Lee's Current Company Details
Focus Partners Wealth

Focus Partners Wealth

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Managing Director and Senior Portfolio Manager
New York, NY, US
Website:
buckinghamstrategicpartners.com
Employees:
123
Jonathan Lee Work Experience Details
  • Focus Partners Wealth
    Managing Director And Senior Portfolio Manager
    Focus Partners Wealth
    New York, Ny, Us
    View
  • The Colony Group
    Managing Director & Senior Portfolio Manager
    The Colony Group Mar 2024 - Present
    New York City Metropolitan Area
    View
  • The Colony Group
    Director Of Private Strategies
    The Colony Group Mar 2019 - Mar 2024
    Greater New York City Area
    View
  • The Colony Group
    Manager Of Private Strategies & Portfolio Manager
    The Colony Group Oct 2013 - Mar 2019
    View
  • Prosper Advisors
    Investment Analyst
    Prosper Advisors Apr 2011 - Oct 2013
  • Resource America
    Analyst - New Fund Development
    Resource America May 2009 - Aug 2010
    View
  • Resource America
    Summer Intern - New Fund Development
    Resource America May 2006 - May 2009
    View

Jonathan Lee Education Details

Frequently Asked Questions about Jonathan Lee

What company does Jonathan Lee work for?

Jonathan Lee works for Focus Partners Wealth

What is Jonathan Lee's role at the current company?

Jonathan Lee's current role is Managing Director and Senior Portfolio Manager.

What schools did Jonathan Lee attend?

Jonathan Lee attended Bucknell University.

Who are Jonathan Lee's colleagues?

Jonathan Lee's colleagues are Brooke Frost, Mba, Berri Walker, Allison Barbieri, Jonathan Scheid, Cfa, Aif®, Amir Amit Hemnani, Marcus Reynolds, Judd Grimshaw.

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