Jonathan Edward Lee

Director of Private Strategies at The Colony Group LLC

Jonathan Edward Lee

Jonathan Edward Lee

Director of Private Strategies at The Colony Group LLC

Overview
RelSci Relationships

206

Number of Boards

1

Contact Data
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Relationships
RelSci Relationships are individuals Jonathan Edward Lee likely has professional access to. A relationship does not necessarily indicate a personal connection.

Chief Marketing Officer at The Colony Group LLC

Relationship likelihood: Strong

Chairman & Chief Executive Officer at The Colony Group LLC

Relationship likelihood: Strong

Director of Human Capital at The Colony Group LLC

Relationship likelihood: Strong

Principal, Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Managing Director & Senior Wealth Advisor at The Colony Group LLC

Relationship likelihood: Strong

Managing Director, Metro NY Offices & President, Colony Group Family Office at The Colony Group LLC

Relationship likelihood: Strong

Executive Vice President & Director of Proprietary Strategies at The Colony Group LLC

Relationship likelihood: Strong

Senior Research Analyst at The Colony Group LLC

Relationship likelihood: Strong

Director of Financial Management Services at The Colony Group LLC

Relationship likelihood: Strong

Director of Family Office Services at The Colony Group LLC

Relationship likelihood: Strong

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Jonathan Edward Lee
Director of Private Strategies at The Colony Group LLC
Education
B.A. in Economics

Established in 1846 as the University at Lewisburg; renamed Bucknell University in 1886 in honor of William Bucknell, a major benefactor. The University is highly selective, private, nonsectarian, coeducational (since 1883), residential, and undergraduate, with a small graduate program.

Career History
Director of Private Strategies
2013 - Current

The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.

Investment Analyst
2013 - Prior

Part of Focus Financial Partners, Inc., Prosper Advisors LLC is a company headquartered in Armonk, NY, that provides investment advice. The Colony Group LLC acquired Prosper Advisors LLC on 08 Oct 13.

Prior

Resource America, Inc. is a specialized asset management company that uses industry specific expertise to generate and administer investment opportunities for its own account and for outside investors in the real estate, commercial finance and financial fund management sectors.

Boards & Committees
Member, Investment Committee
2013 - Current

The Colony Group works with high net worth individuals and their families, busy corporate executives, retirees and select institutions all across the nation—delivering deep expertise that goes far beyond investment management and encompasses asset allocation, tax and estate planning, retirement planning, risk management, philanthropic planning and the full array of financial counseling services.

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