Bryan Lee

Q: What is Bryan J Lee email address?

Email Bryan J Lee at blee012@gmail.com and bryan@bluezoneadvisory.com. This email is the most updated Bryan J Lee's email found in 2026.

Q: How to contact Bryan J Lee?

To contact Bryan J Lee send an email to blee012@gmail.com or bryan@bluezoneadvisory.com. If you want to call Bryan J Lee try calling on 508-934-6162. (updated on August 30, 2024)

Chief Investment Officer at Blue Zone Wealth Advisors | Los Angeles Metropolitan Area

About Bryan Lee

Bryan J. Lee is an accomplished Chief Investment Officer at Blue Zone Wealth Advisors, where he leverages his extensive expertise in security analysis and portfolio management to drive investment strategies across a diverse capital structure. With a robust background as a CFA Charterholder, Bryan has consistently delivered outsized returns in both private and public markets, demonstrating a keen ability to identify mispriced opportunities. Under his leadership, Blue Zone Wealth Advisors, which manages approximately $500 million in assets, adopts an opportunistic growth and value mandate. This approach is underpinned by rigorous financial modeling and a fundamental, bottoms-up research methodology that Bryan has honed throughout his career.

At Blue Zone, Bryan is instrumental in executing key projects that span from Series B funding to distressed debt investments. His strategic insights have been pivotal in navigating complex market conditions and capitalizing on emerging trends. A notable transaction under his guidance includes a successful equity investment in a U.S. food company, which yielded a remarkable 2.25x multiple on invested capital (MOIC) in 2020, driven by the thesis that the company would recover its restaurant volumes post-pandemic. This success exemplifies Bryan's adeptness in growth investing and risk management, as he balances the pursuit of high returns with prudent oversight of institutional portfolio management.

Bryan's skill set encompasses structured finance, asset-backed securities, and corporate finance, making him a versatile leader in the investment landscape. His commitment to excellence and strategic foresight continues to position Blue Zone Wealth Advisors as a formidable player in the wealth management sector, as he remains dedicated to delivering value for clients and stakeholders alike.

Bryan Lee Work

Chief Investment Officer at Blue Zone Wealth Advisors in February 2020 to Present

Portfolio Manager/Analyst at Private Management Group in January 2013 to February 2020

Graduate Assistant - Trading Room at Bentley University in January 2011 to December 2011

Bryan Lee Education

Bentley University - McCallum Graduate School of Business, Master of Science, August 2026

University of Tennessee, Knoxville, Business Administration, August 2026

Phillips Academy - Andover, August 2026

Bryan Lee Skills

Security Analysis (Securities)

U.S. SEC Filings

Structured Finance

About Bryan Lee's Current Company

Blue Zone Wealth Advisors

Discover more about Blue Zone Wealth Advisors

Frequently Asked Questions about Bryan Lee

What is Bryan J Lee email address?

Email Bryan J Lee at [email protected] and [email protected]. This email is the most updated Bryan J Lee's email found in 2026.

What is Bryan J Lee phone number?

Bryan J Lee phone number is 508-934-6162.

How to contact Bryan J Lee?

To contact Bryan J Lee send an email to [email protected] or [email protected]. If you want to call Bryan J Lee try calling on 508-934-6162. (updated on August 30, 2024)

What company does Bryan Lee work for?

Bryan Lee works for Blue Zone Wealth Advisors

What is Bryan Lee's role at Blue Zone Wealth Advisors?

Bryan Lee is Chief Investment Officer

What industry does Bryan Lee work in?

Bryan Lee works in the Financial Services industry.