Bryan Lee, CFA, is the Chief Investment Officer of Blue Zone Wealth Advisors, where he is responsible for researching investments and constructing client portfolios.
Prior to joining Blue Zone, Bryan worked as a Portfolio Manager for a Registered Investment Advisor in Orange County, where he was a contributing member of an eight-person team, managing over $3 Billion in AUM utilizing a bottoms up, opportunistic value oriented strategy. With a flexible mandate, he had the ability to go up and down the capital structure and be agnostic to industry and/or geography. His experience includes multiple event driven, special situations, stressed/distressed debt, international and illiquid securities investments.
Bryan received his Master’s in Finance from Bentley University, where he graduated with high distinction. He is also CFA® charterholder.
Bryan enjoys spending his free time at the beach, living an active lifestyle with friends, and watching his favorite sports teams play.