People make all the difference

The varied expertise of our team goes far beyond investment management to encompass retirement planning, tax and estate planning, risk management, philanthropic planning, education planning, and the full spectrum of financial counseling services. The teams coming together to support our clients include specialists with designations and degrees ranging from CFP®, CFA® and CPA to MBA, JD, LLM and PhD.

But, you’ll benefit from more than our technical know-how. From every team member you work with, you’ll sense a willingness to collaborate and to understand and appreciate your views and preferences…along with a selfless dedication to helping you attain your goals.

We have carefully selected professionals to our team who are committed to delivering what we believe is an exceptional client experience.

Jonathan E. Lee

Manager of Private Strategies & Portfolio Manager

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As Manager of Private Strategies and Portfolio Manager, Jonathan is responsible for manager selection, due diligence and oversight of hedge fund, private equity, real estate, infrastructure, and other non-public strategies, as well as managing client investment portfolios. He is a member of The Colony Group’s Investment Committee.

Previously, Jonathan was an Investment Analyst at Prosper Advisors, where he focused on investment research, due diligence, portfolio construction, and analysis and served on the firm’s investment committee. Before Prosper, he held an analyst role at an institutional asset management company based in New York. There, he assisted in fund development focused primarily on opportunities in leveraged loans, asset-backed securities, and structured credit.

Jonathan holds a B.A. in economics from Bucknell University and is a CFA Level III candidate. He is based in The Colony Group’s New York City office.