Lee brings more than 25 years of leadership and corporate strategy experience to Forum. As Managing Partner – Head of Investment Management, Lee is responsible for business strategy, marketing, operations, analytics and capital development for the firm.
Prior to joining Forum, Lee was Founder and Managing Partner at North Advisory, LLC, advising global and boutique alternative investment management firms on growth, liquidity and M&A. Before that, Lee was Managing Partner at Kudu Investment Management, leading corporate strategy for the private equity firm after serving executive leadership and operating committee roles at BlackRock, JP Morgan Asset Management, and PIMCO.
Lee holds a BSE degree from State University of New York, MA from the University of Albany, MBA from the University of Denver Daniels College of Business, Executive Education in Negotiation and Leadership from the Harvard Kennedy School of Government and a was a PhD candidate at the University of Colorado Boulder. Lee is a best-selling author, avid surfer and resides in Boston, MA with his wife and five sons.
