James Lee, CFP®


James Lee, founder and President of Lee Investment Management, has over 25 years of experience in the investment industry. He is a CERTIFIED FINANCIAL PLANNER™ professional.

James began his career with Federal Filings, Inc., a Washington D.C. based financial news and research firm. James researched and analyzed legislation and regulations coming out of the nation’s capital and informed institutional investors on their impact on individual companies and industries. James helped to build the privately-held company and was a shareholder when it was acquired by Dow Jones Inc.

James started Lee Investment Management in 1998 to provide clients with independent financial planning and investment advice. He now serves the needs of individuals, families and businesses.

James earned his Bachelor of Arts Degree in Economics from the University of Virginia. He has taken post-baccalaureate coursework in the areas of Retirement Planning, Investments, Insurance, Employee Benefits, Tax Planning and Estate Planning.

James believes strongly in the value of the financial planning process and has given back to the profession by actively participating in the activities of the Financial Planning Association. James currently serves on the board of directors of the Financial Planning Association of Northeastern New York as its Advocacy Chair and serves on the National Advocacy Committee for the Financial Planning Association.

In addition to his work with the FPA, James has volunteered for a number of charities and boards. He currently serves on the Board of Directors of Saratoga Arts and the Saratoga Youth Lacrosse Association. James is also the Administrator of the Town of Greenfield, N.Y’s Economic Development Revolving Loan Fund. He has previously served on the Board of The Prevention Council and on Greenfield N.Y’s Planning Board and Board of Assessment Review.

The Saratogian Newspaper has named James one of “Forty under 40” and a “Person Who’ll Make a Difference.” James is also a graduate of the Saratoga, N.Y. County Chamber of Commerce’s Leadership program.

James enjoys spending time with his family, playing golf, skiing and spending time on beautiful Lake George, N.Y.

Phone: (518) 580-0088
Fax: (518) 207-0929
E-mail: jameslee@leemgt.com
Website: leemgt.com

Lee Investment Management
63 Putnam St.
Suite 202
Saratoga Springs, NY 12866