Updated Wednesday, April 1, 2015 as of 6:41 AM ET

Group Managing Editor

As Group Managing Editor of SourceMedia's Investment Advisor Group, Lee oversees all editorial aspects of our Bank Investment Consultant brand. He has spent half his 20-year journalism career at SourceMedia and legacy companies. Before taking over BIC in April 2011, he spent more than three years as managing editor of On Wall Street. And before that he was a senior editor at U.S. Banker magazine for four years. He also worked as an editor in the newsletter unit of legacy divisions of the company for three years, covering various aspects of the fixed-income markets. Lee started his career as a reporter at the St. Louis Business Journal after graduating from the University of Missouri with a B.S. in economics. He is currently working toward an MBA at Baruch College, part of City University of New York.

Recent Stories From This Author

From the Editor: Banks' Fiduciary Opportunity

6 Smart Tips From Practice Management Dream Team

Investments and Insurance Help Bank and Client

KeyCorp Hires President of Private Bank From Competitor

Cetera Hires New Exec for Business Development

Auditor of REITs in Schorsch's American Realty Capital Resigns

How Banks Can Meet the Talent Shortage

Small Regional Bank Buys RIA

From the Editor: Advisors Needed, Banks Not Hiring

Editor’s Letter: Training Day Finally Dawns

Regional Banks Slip With Small Biz Customers

From the Editor: The Problem With Clients

New Culture Clash to Come From External Forces

Editor's Letter: Old-School Sometimes Just Means Out-of-Touch

Million-Dollar Advice: Challenges and Lessons Learned

From the Editor: Crucial Skills In Short Supply

Managing Is Hard, Be the Exception

Regulation: Necessary Burden Leaves Good Advisors Stuck in the Middle

Insuring vs. Budgeting: What Some Clients Don't Get

Social Security: What Advisors Need to Know

Advisors on the Move: Merrill Loses Billion-Dollar Advisor, Lures Teams With $800M
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