Lee is a Managing Director at 1919 Investment Counsel, LLC. As a Portfolio Manager, his primary responsibilities are overseeing portfolio construction and ongoing monitoring of portfolios for individuals, families, foundations, endowments and institutional clients; and co-managing the 1919 Financial Services Fund.
Lee entered the Financial Services Industry in 1985 and joined Scudder, Stevens & Clark (a predecessor firm) in 1990. Prior to joining the firm, Lee worked in the banking and consulting industries for ten years.
Lee earned a B.A. in Economics from Southern Methodist University and an M.B.A. in Finance from Wharton. He is a CFA charterholder and a member of the New York Society of Securities Analysts.