Jonathan E. Lee is a portfolio manager and director of private strategies at The Colony Group. Jonathan has over ten years of experience in the financial industry. Jonathan began their career as an analyst at Resource America, Inc. in May 2006. Jonathan was promoted to investment analyst at Prosper Advisors in April 2011. Jonathan held this position until October 2013, when they joined The Colony Group. In their current role, Jonathan is responsible for managing portfolios and providing financial advice to clients.
Jonathan E. Lee has a Bachelor of Arts in Economics, Finance, Religion from Bucknell University.
Jonathan E. Lee reports to Brian Katz, Chief Investment Officer & President, Colony Investment Management. They are on a team with Edward A. Ciancarelli - Senior Portfolio Manager, Robert Kluchko - Director, Portfolio Implementation, and Jacques R. Elmaleh - Director, Research, & Portfolio Manager.
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