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Bryan James Lee
Chief Investment Officer bij Blue Zone Wealth Advisors LLC
Actieve functies van Bryan James Lee
Bedrijven | Functie | Begin | Einde |
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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 | - |
Loopbaan van Bryan James Lee
Opleiding van Bryan James Lee
McCallum Graduate School of Business | Graduate Degree |
University of Tennessee | Undergraduate Degree |
Statistieken
Internationaal
Verenigde Staten | 4 |
Operationeel
Chief Investment Officer | 1 |
Graduate Degree | 1 |
Undergraduate Degree | 1 |
Sectoraal
Consumer Services | 3 |
Finance | 2 |
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
Bedrijven in privébezit | 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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