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Bryan James Lee
Chief Investment Officer bei Blue Zone Wealth Advisors LLC
Aktive Positionen von Bryan James Lee
Unternehmen | Position | Beginn | Ende |
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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. | Chief Investment Officer | 01.02.2020 | - |
Karriereverlauf von Bryan James Lee
Ausbildung von Bryan James Lee
McCallum Graduate School of Business | Graduate Degree |
University of Tennessee | Undergraduate Degree |
Statistik
International
Vereinigte Staaten | 4 |
Operativ
Chief Investment Officer | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sektoral
Consumer Services | 3 |
Finance | 2 |
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Unternehmensverbindungen
Private Unternehmen | 1 |
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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 |
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