James Lee's Location
Saratoga Springs, New York, United States
James Lee's Education
- University of Virginia
Bachelor of Arts - BA (Economics, Philosophy)
1984 - 1988 - College for Financial Planning
Chartered Retirement Planning Counselor™
- Fi360
Accredited Investment Fiduciary®
James Lee's Skills
- Investment Advisory
- Investment Management
- Financial Planners
- Investments
- Wealth Management
- Retirement Planning
James Lee's Summary
James Lee, based in Saratoga Springs, New York, United States, is currently a President at Lee Investment Management Llc. James Lee holds a 1984 - 1988 Bachelor of Arts - BA in Economics, Philosophy @ University of Virginia. With a robust skill set that includes Investment Advisory, Investment Management, Financial Planners, Investments, Wealth Management and more, James Lee contributes valuable insights to the industry. James Lee has 1 email and 1 mobile phone number on RocketReach.
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