Designations and Licenses

Lee is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst^® designation.

Experience and Education

Lee provides customized investment and wealth management solutions to individuals, foundations and endowments to help them achieve their goals. Prior to joining Mariner, Lee was a manager at Crowe Horwath LLP where he provided audit and advisory services to companies in the financial services sector.

Lee has a bachelor’s degree in accountancy and a minor in decision sciences from Miami University. He is a member of the American Institute of Certified Public Accountants and the CFA Institute and CFA Society of Cincinnati.

Personal Interests

Lee also serves on the board and finance committee for Ohio Valley Residential Services, a nonprofit providing places to live and personal care for teens and adults with developmental disabilities.