James J. Lee

James J. Lee is a seasoned finance professional with extensive experience in wealth management and investment services. Currently serving as Managing Director at Rockefeller Capital Management since May 2020, James has previously held key positions including Director of Investments at Stifel Financial Corp. from December 2015 to May 2020, and Associate Vice President roles at Barclays Wealth Management and Morgan Stanley. James began a finance career at Bear Stearns & Co. as a Registered Representative in 2002. James holds a degree from Binghamton University.