Bryan James Lee
Chief Investment Officer at Blue Zone Wealth Advisors LLC
Bryan James Lee active positions
| Companies | Position | Start | End |
|---|---|---|---|
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. | Chief Investment Officer | 31/01/2020 | - |
Career history of Bryan James Lee
Training of Bryan James Lee
| McCallum Graduate School of Business | Graduate Degree |
| University of Tennessee | Undergraduate Degree |
Statistics
International
| United States | 4 |
Operational
| Chief Investment Officer | 1 |
| Graduate Degree | 1 |
| Undergraduate Degree | 1 |
Sectoral
| Consumer Services | 3 |
| Finance | 2 |
Positions held
Active
Inactive
Listed companies
Private companies
Linked companies
| Private companies | 1 |
|---|---|
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 |
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