Jonathan Lee Email & Phone Number
Managing Director, Research @ Focus Partners Wealth
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Jonathan Lee Location
- New York, NY, US
Jonathan Lee Work
- Managing Director, Research @ (March 2024 - Present)
- Director of Private Strategies @ (March 2019 - March 2024)
- Manager of Private Strategies and Portfolio Manager @ (October 2013 - March 2019)
- Investment Analyst @ Prosper Advisors (April 2011 - October 2013)
- Analyst - New Fund Development @ (May 2009 - August 2010)
- Summer Intern - New Fund Development @ (May 2006 - May 2009)
Jonathan Lee Education
- Bucknell University
Bachelor of Arts (Economics, Finance, Religion)
2006-2009
Jonathan Lee Skills
- Risk Management
- Microsoft Office
- Sales
- Finance
- Portfolio Management
- Weapons Handling
- Asset Management
- Alternative Investments
- Marketing Strategy
Jonathan Lee Summary
- Jonathan Lee, based in New York, NY, US, is currently a Managing Director, Research at Focus Partners Wealth. Jonathan Lee brings experience from previous roles at Focus Partners Wealth, Prosper Advisors and Resource America. Jonathan Lee holds a 2006 - 2009 Bachelor of Arts in Economics, Finance, Religion @ Bucknell University. With a robust skill set that includes Risk Management, Microsoft Office, Sales, Finance, Portfolio Management and more. Jonathan Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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