Bryan Lee

Bryan originally joined inStream in 2010, as one of the founding employees. Prior to inStream, Bryan was a Managing Director at McLean Asset Management Corporation, an RIA outside of Washington, DC. At McLean, Bryan oversaw investment operations, and worked in general practice management across all departments. He was an Investment Committee member and held his Series 65 license. Bryan served institutional clients, and worked closely with advisors within the firm. He joined inStream as Chief Operating Officer and managed all day to day operations, as well as focused heavily on product management and the development of inStream’s software. Bryan served as inStream’s COO for over four years. Bryan currently serves as Director of Marketing for inStream and focuses his time on inStream’s digital marketing strategy. In this role, Bryan transitions his deep product knowledge and industry experience into inStream’s marketing and sales efforts. He also provides domain expertise to the inStream product management team and the inStream client community.