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Chadwick Lee

Investor Services - FA

Chadwick Lee, CPA, is a seasoned accounting professional with extensive experience in investor services and fund accounting. Currently serving as an Investor Services - FA at Juniper Square since December 2021, Chadwick previously held the position of Senior Fund Accountant at Alter Domus from December 2019 to December 2021. Prior roles include Senior Associate at Timber Tax PC and Financial Services - Senior Associate at Ernst & Young. Chadwick began the career with internships at MBAF CPAs, LLC, and KPMG US, focusing on tax, accounting, and real estate. Educational credentials include a Master of Science in Taxation from Baruch College and a Bachelor of Science in Accounting from Syracuse University's Martin J. Whitman School of Management.

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