Bryan James Lee
Directeur en chef des Investissements chez Blue Zone Wealth Advisors LLC
Profil
Bryan James Lee is currently the Chief Investment Officer at Blue Zone Wealth Advisors LLC since 2020.
He completed his undergraduate degree from the University of Tennessee in 2010 and his graduate degree from McCallum Graduate School of Business in 2011.
Postes actifs de Bryan James Lee
| Sociétés | Poste | Début |
|---|---|---|
Blue Zone Wealth Advisors LLC
 Blue Zone Wealth Advisors LLC Investment ManagersFinance Blue Zone Wealth Advisors LLC (Blue Zone) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was co-founded by Judith Lu and Josh Sailar in 2019. Blue Zone provides portfolio construction, financial planning and wealth management to high-net-worth individuals, families and non-for-profit companies. | Directeur en chef des Investissements | 01/02/2020 |
Formation de Bryan James Lee
| McCallum Graduate School of Business | Graduate Degree |
| University of Tennessee | Undergraduate Degree |
Expériences
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Relations au 1er degré
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Sociétés liées
| Entreprise privées | 1 |
|---|---|
Blue Zone Wealth Advisors LLC
Blue Zone Wealth Advisors LLC Investment ManagersFinance Blue Zone Wealth Advisors LLC (Blue Zone) is an independent, SEC-registered investment advisor headquartered in Los Angeles, California. The firm was co-founded by Judith Lu and Josh Sailar in 2019. Blue Zone provides portfolio construction, financial planning and wealth management to high-net-worth individuals, families and non-for-profit companies. | Finance |
