Bryan James Lee

Chief Investment Officer at Blue Zone Wealth Advisors LLC

Consumer Services

Finance

Profile

Bryan James Lee is currently the Chief Investment Officer at Blue Zone Wealth Advisors LLC since 2020.
He completed his undergraduate degree from the University of Tennessee in 2010 and his graduate degree from McCallum Graduate School of Business in 2011.

Bryan James Lee active positions

Companies	Position	Start
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	2020-01-31

All active positions of Bryan James Lee

Training of Bryan James Lee

University of Tennessee	Undergraduate Degree
McCallum Graduate School of Business	Graduate Degree

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Linked companies

Private companies	1
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