Lee is the newest addition to the Regatta family and specializes in Socially Responsible and Impact Investing. As a believer in the power of money to enact change, Lee is passionate about using finance as a tool to find solutions for the most pressing environmental and social issues facing both local and global communities while still helping clients achieve their individual investment goals.
Lee grew up in Dallas and attended Southern Methodist University where he obtained a BBA in Finance from Cox School of Business as well as a BFA in Theater from Meadows School of the Arts. Post undergrad, he worked as a commercial paper trader for The Associates, a Dallas-based Fortune 500 company, where he was part of a seven person trading team responsible for raising over $1 billion of working capital on a daily basis.
Lee moved to Los Angeles in 1999 to begin a career in entertainment and landed at Dreamworks SKG as an assistant and creative executive until 2006. In 2007, he started his own independent production company, First Point Entertainment, and produced 11 feature films, a number of which premiered at globally recognized film festivals such as Sundance, Toronto International FF, SXSW, San Sebastian IFF, and Tokyo IFF.
Lee currently lives in Laurel Canyon with his wife, Aimee, a writer-director, and their two kids, Jaida and Donovan. His interests include meditation, travel, learning about new cultures, living slowly, and effective altruism. In his spare time, he can be found floating on a surfboard or building custom furniture in his garage.