James Lee Location
- New Zealand
James Lee Work
- 2025 -now Chief Executive Officer @
- 2025 -now Chair @
- 2025 -now Chair @ Chris lee and Partners
- 2024 -now Strategy Director @
- 2023 -2025 Strategy Director @
- 2017 -2024 Chief Executive Officer @
- 2009 -2024 Member of the Board of Directors @
- 2014 -2017 Head of Securities, Managing Director @
- 2012 -2014 Head of Institutional Equities, Managing Director @
- 2008 -2012 Head of Sales and Trading @
James Lee Education
- Victoria University of Wellington
- Lindisfarne College
- University of Otago
James Lee Skills
- Portfolio Management
- Equities
- Financial Modeling
- Wealth Management
- Investments
- Equity Capital Markets
- Asset Management
- Financial Markets
- Investment Banking
- Leadership
- Strategy
- Marketing
- Security
James Lee Summary
- James Lee, based in New Zealand, is currently a Chief Executive Officer at HEALWELL AI (TSX: AIDX). James Lee brings experience from previous roles at PENTAVERE (a Healwell AI company), Chris lee and Partners, Orion Health and Heartland Bank LTD. James Lee holds a Victoria University of Wellington. With a robust skill set that includes Portfolio Management, Equities, Financial Modeling, Wealth Management, Investments and more. James Lee has 2 emails on RocketReach.
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