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James Lee
Managing Director at Rockefeller Capital Management
James "Jimmy" Lee is a seasoned financial advisor with over 20 years of experience in wealth management catering to high-net-worth individuals, family offices, institutions, and non-profit organizations.
At Rockefeller Capital Management, Jimmy provides tailored financial advisory services leveraging the firm's resources to address complex needs such as investment planning, estate planning, wealth protection, and charitable giving.
His expertise includes offering strategic asset allocation strategies covering various classes like cash, fixed income securities, equities, and alternative investments.
Jimmy's career history includes notable roles at Stifel Financial Corp., Barclays Wealth and Investment Management, Americas, Morgan Stanley, and Bear Stearns, working alongside his mentor Ed Moldaver throughout his professional journey.
Jimmy holds a degree from Binghamton University and has been recognized for his outstanding work by being listed in Forbes' Best-In-State Wealth Advisors for New York in 2019 and 2020.
