Jake Lee Email & Phone Number

Director @ Capstone Headwaters

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Jake Lee Location

Atlanta, GA, US

Jake Lee Work

2026 - now Director @ Capstone Headwaters
2023 - 2026 Director @ Janney Montgomery Scott LLC
2019 - 2023 Vice President @ Union Square Advisors LLC

2017 - 2019 Investment Banking Associate @ Moelis & Company
View Department
2014 - 2015 Private Equity Associate @ EQ Partners
2010 - 2014 Equity Research Associate @ CLSA
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Jake Lee Education

Duke University - The Fuqua School of Business
Master of Business Administration (MBA) (Banking, Corporate finance)
2015 - 2017
The University of Texas at Austin
Bachelor of Business Administration (B.B.A.) (Accounting and Finance)
2005 - 2009

Jake Lee Skills

Financial Modeling
Equities
Valuation

Financial Analysis
Investments
Bloomberg
Portfolio Management
Capital Markets
Finance
Equity Research

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Jake Lee Summary

Jake Lee, based in Atlanta, GA, US, is currently a Director at Capstone Partners. Jake Lee brings experience from previous roles at Janney Montgomery Scott LLC, Union Square Advisors LLC, Moelis & Company and EQ Partners. Jake Lee holds a 2015 - 2017 Master of Business Administration (MBA) in Banking, Corporate finance @ Duke University - The Fuqua School of Business. With a robust skill set that includes Financial Modeling, Equities, Valuation, Financial Analysis, Investments and more. Jake Lee has 2 emails and 2 mobile phone numbers on RocketReach.

Jake Lee Emails

Found 2 emails

Jake Lee Phone Numbers

Found 4 phone numbers

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Top Capstone Headwaters Employees

John Ferrara

Founder and President at Capstone Headwaters

Boston, MA, US
2
- capstoneheadwaters.com
- gmail.com
5+
- +1 760-583-XXXX
- +1 617-619-XXXX
- +1 617-291-XXXX
- +1 508-238-XXXX
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Paul Janson

Chief Operating Officer at Capstone Headwaters

Boston, MA, US
2
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- gmail.com
5+
- +1 303-572-XXXX
- +1 978-352-XXXX
- +1 303-572-XXXX
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David Desimone

Managing Director at Capstone Headwaters

Boston, MA, US
2
- capstoneheadwaters.com
- yahoo.com
5+
- +1 617-367-XXXX
- +1 617-619-XXXX
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Brian Davies

Managing Partner at Capstone Headwaters

Boston, MA, US
2
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- yahoo.com
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- +1 305-777-XXXX
- +1 617-619-XXXX
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Peter Asiaf

Managing Director, Head of Business Development at Capstone Headwaters

Boston, MA, US
4
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- gmail.com
- yahoo.com
5+
- +1 617-619-XXXX
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Jack Bradley

Managing Director at Capstone Headwaters

Boston, MA, US
5
- capstoneheadwaters.com
- yahoo.com
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- aol.com
- icloud.com
2
- +1 617-951-XXXX
- +1 617-480-XXXX
J. Woodson

IB Managing Director, Financial Technology and Services Investment Banking at Capstone Headwaters

New York, NY, US
2
- gmail.com
- kbw.com
5+
- +1 919-929-XXXX
- +1 203-504-XXXX
- +1 212-470-XXXX
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David Michaels

Managing Director and Head of Technology, Media and Telecom at Capstone Headwaters

Del Mar, CA, US
2
- capstoneheadwaters.com
- gmail.com
5+
- +1 617-619-XXXX
- +1 858-947-XXXX
- +1 650-529-XXXX
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Lisa Tolliver

Managing Director, Consumer Investment Banking at Capstone Headwaters

Chicago, IL, US
3
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- capstoneheadwaters.com
- yahoo.com
5+
- +1 312-674-XXXX
- +1 618-910-XXXX
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- +1 312-782-XXXX
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William Sprague

Managing Director at Capstone Headwaters

Williamstown, MA, US
3
- aol.com
- gmail.com
- capstoneheadwaters.com
5+
- +1 914-793-XXXX
- +1 914-643-XXXX
- +1 914-573-XXXX
- +1 303-572-XXXX
- +1 843-243-XXXX
- +1 646-234-XXXX
Paul Louie

Managing Director at Capstone Headwaters

Manhattan Beach, CA, US
2
- hotmail.com
- capstoneheadwaters.com
5+
- +1 206-436-XXXX
- +1 720-304-XXXX
- +1 909-895-XXXX
- +1 626-369-XXXX
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Jamie Lisac

Group Head and Senior Managing Director - Tiger Investment Banking at Capstone Headwaters

United States
3
- gmail.com
- tigergroup.com
- tigervaluationservices.com
5
- +1 312-726-XXXX
- +1 312-235-XXXX
- +1 312-726-XXXX
- +1 312-925-XXXX
- +1 312-780-XXXX

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