John J. Lee is a seasoned financial professional currently serving as a Senior Manager at Deloitte, where they specialize in tax services for investment management. Previously, they held roles as a Tax Senior and Advisory Manager at Deloitte, along with positions at SS&C GlobeOp, Goldman Sachs, Citi, and State Street. John has an academic background that includes a Master’s Degree in Accounting from St. John's University and a Bachelor’s Degree in Economics from Stony Brook University. Their experience spans various aspects of hedge fund and mutual fund tax compliance, showcasing a commitment to identifying and implementing innovative solutions within the financial sector.
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