Updated Friday, December 19, 2014 as of 3:14 PM 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

Regional Banks Slip With Small Biz Customers

From the Editor: The Problem With Clients

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

New Culture Clash to Come From External Forces

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 Need Better Retirement Planning Training

Managed Money Increases, Cooperation Falls at Banks

BISA 2014: Editor's Choice

Misconceptions of Social Security

Basics Still Elusive In Bank Channel

The Top 50 Bank Advisors

Rankings Miss the Most Important Part of Advisors' Jobs

Mass-Affluent Looking Long-Term Again

Think Short-Term, Plan Long-Term

Thinking Globally Easier Said Than Done

The December Issue is now online!


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