Leadership Saratoga
MEMBER PROFILE

Class of 1999

James Lee, CFP®

Lee Investment Management, LLC, President


Email:
jameslee@leemgt.com
Phone:
580-0088(w), 518-580-0088(h)
Mailing Address:
63 Putnam St. Suite 202 Saratoga Springs, NY 12866
Volunteer Activities:
Financial Planning Association National Advocacy Committee; Financial Planning Association of Northeastern NY, Board; Financial Planning Council of NY, Board; Saratoga Youth Lacrosse Association, Board; Saratoga Arts, Board.
Organizational Interests:
Aging, Diversity, Education, Health Care, Historic Preservation, Planning/Zoning, Recreation, Substance Abuse, Youth

* Indicates Alumni Association Support Through Paid Dues This Year