Lee is a Principal on the lnvestment Team. Previously, Lee was a Vice President at Lovell Minnick Partners, a private equity firm focused on financial services and technology. Prior to Lovell Minnick, he was at UBS in the financial institutions investment banking group. Lee began his career at J.P. Morgan Asset Management.

Education

Pennsylvania State University – BS Finance

Interests

• Spending time with family and friends
• Philadelphia and Penn State sports
• Golf