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Biography

Mr. Lee is a Senior Principal in the Seattle office. Within Cerity Partners’ institutional investment consulting practice, he is actively involved with his clients in improving their overall governance approach and in the development of their strategic planning, including asset allocation and investment policy development, plan design, investment manager evaluation and selection, performance evaluation, continuing education, and the coordination of special projects.

Prior to joining Cerity Partners, Mr. Lee served as Managing Director at Verus, a leading institutional investment advisory firm that merged with Cerity Partners in 2026.

Learn more about my practice.

Education

  • BA - Seattle University

Highlights

  • Member of the finance advisory board for Seattle University’s Albers School of Business and Economics
  • Longstanding member of the Seattle chapter of the Western Pension & Benefits Council

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