James Lee Email & Phone Number

James Lee

Portfolio Manager, Managing Director at Post Advisory Group, LLC | Baltimore, Maryland, United States

James Lee Socials
About James Lee

James Lee currently serves as a Portfolio Manager and Managing Director at Post Advisory Group, LLC, where he leverages his extensive background in investments and technology to drive strategic growth for clients. With a unique perspective shaped by his military service, James has witnessed firsthand the transformative power of technological advancements in healthcare and education. This experience fuels his commitment to integrating innovative solutions into investment strategies, ensuring that his clients not only achieve financial success but also contribute positively to society.

In his role, James is responsible for making critical investment decisions that enhance client portfolios and promote diversification. He leads a dedicated team of analysts and researchers, fostering a collaborative environment that encourages the exploration of cutting-edge investment opportunities. By evaluating insights from both internal buy-side analysts and external sell-side analysts from leading investment banks, he crafts well-informed strategies that align with market trends and client objectives.

James's expertise spans a diverse range of sectors, including biotechnology, educational technology, and public health. His proficiency in STEM fields and programming enhances his ability to identify and capitalize on emerging trends, particularly those that intersect with his passion for improving healthcare and education through technology. As a thought leader in investment banking and asset management, James is committed to guiding clients through the complexities of the financial landscape, ensuring their investments are not only profitable but also impactful. His vision is to create a lasting legacy where financial growth and technological advancement work hand in hand to benefit clients and the broader community.

James Lee Work
1 experience icon

Portfolio Manager, Managing Director at Post Advisory Group, LLC in June 2012 to Present

2 experience icon

Associate at Signal Hill Capital, LLC in January 2009 to June 2012

3 experience icon

Project Manager at U.S. Department of the Treasury in January 2008 to January 2009

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James Lee Skills

Investments

Investment Properties

Investment Banking

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Frequently Asked Questions about James Lee

What is James Lee email address?

Email James Lee at [email protected] and [email protected]. This email is the most updated James Lee email found in 2026.

What is James Lee phone number?

James Lee phone number is +15109154204 and +14104895437.

How to contact James Lee?

To contact James Lee send an email to [email protected] or [email protected]. If you want to call James Lee try calling on +15109154204 and +14104895437.

What company does James Lee work for?

James Lee works for Post Advisory Group, LLC

What is James Lee's role at Post Advisory Group, LLC?

James Lee is Portfolio Manager, Managing Director

What industry does James Lee work in?

James Lee works in the Investment Management industry.

James Lee Email Addresses

Email James Lee at [email protected] and [email protected]. This email is the most updated James Lee email found in 2026.

James Lee Phone Numbers

James Lee phone number is +15109154204 and +14104895437.
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