Jonathan Edward Lee
Director/Board Member at Heathbank Management Co. Ltd.
Profile
Mr. Jonathan E.
Lee is a Portfolio Manager & Director of Private Strategies at The Colony Group LLC.
He is on the Board of Directors at Heathbank Management Co. Ltd.
He leads private markets and hedge fund investment research for Colony Investment Management, including investments in private equity, venture capital, real estate, and infrastructure.
Previously, he was an Investment Analyst at Prosper Advisors, where he focused on investment research, due diligence, portfolio construction, and analysis and served on the firm’s investment committee.
Before Prosper, he held an Analyst role at an institutional asset management company based in New York.
There, he assisted in fund development focused primarily on opportunities in leveraged loans, asset-backed securities, and structured credit.
Mr. Lee earned a Bachelor of Arts in Economics from Bucknell University.
Jonathan Edward Lee active positions
| Companies | Position | Start |
|---|---|---|
The Colony Group LLC
 The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Investment Committee Member | 01/10/2013 |
Heathbank Management Co. Ltd.
 Heathbank Management Co. Ltd. Real Estate DevelopmentFinance Heathbank Management Co. Ltd. is a British real estate property management company founded in 1984. The private company is based in London, UK. The company manages real estate properties. | Director/Board Member | 07/07/1997 |
Training of Jonathan Edward Lee
| Bucknell University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
The Colony Group LLC
The Colony Group LLC Investment ManagersFinance The Colony Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Boston, Massachusetts. Founded in 1986, the firm is a wholly owned subsidiary of Focus Financial Partners LLC, which is ultimately owned by Focus Financial Partners, Inc. (NASDAQ: FOCS). The Colony Group offers a suite of wealth management services to individuals, families, institutions, and businesses. | Finance |
Heathbank Management Co. Ltd.
Heathbank Management Co. Ltd. Real Estate DevelopmentFinance Heathbank Management Co. Ltd. is a British real estate property management company founded in 1984. The private company is based in London, UK. The company manages real estate properties. | Finance |
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