Bryan James Lee

Director de Inversiones en Blue Zone Wealth Advisors LLC .

Consumer Services

Finance

Perfil

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.

Cargos activos de Bryan James Lee

Empresas	Cargo	Inicio
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.	Director de Inversiones	01/02/2020

Todos los cargos activos de Bryan James Lee

Formación de Bryan James Lee.

University of Tennessee	Undergraduate Degree
McCallum Graduate School of Business	Graduate Degree

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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