Profile
Philip Clayton Lee worked as a Wealth Manager at Back Bay Financial Group, Inc. from 2001 to 2010, and at Modera Wealth Management LLC.
He also worked as a Principal at Harvard Pilgrim Health Care, Inc. in 1999.
Lee received his undergraduate degree from Kalamazoo College.
Former positions of Philip Clayton Lee
| Companies | Position | End |
|---|---|---|
Back Bay Financial Group, Inc.
 Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Analyst-Equity | - |
Harvard Pilgrim Health Care, Inc.
 Harvard Pilgrim Health Care, Inc. Managed Health CareHealth Services Harvard Pilgrim Health Care, Inc. operates as a non-profit organization that provides administrative healthcare services. It offers health insurance options for companies, families, and individuals. The company was founded in 1969 and is headquartered in Wellesley, MA. | Corporate Officer/Principal | 31/12/1999 |
Modera Wealth Management LLC
 Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Portfolio Manager-Equities | - |
Training of Philip Clayton Lee
| Kalamazoo College | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Back Bay Financial Group, Inc.
Back Bay Financial Group, Inc. Investment ManagersFinance Founded in 1997 by Robert D. Siefert and John H. LeBlanc, Back Bay Financial Group, Inc. is an investment advisor firm located in Boston | Finance |
Modera Wealth Management LLC
Modera Wealth Management LLC Investment ManagersFinance Modera Wealth Management LLC is a SEC-registered investment advisor headquartered in Westwood, New Jersey. They are a subsidiary of Modera Capital, Inc. The firm was founded in 2011 by the merger of Back Bay Financial Group, Inc. and Modera Capital (formerly Modera, Inc.). Modera Wealth Management offers asset management services to individuals, high net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations (including foundations and endowments), corporations, and business entities. | Finance |
Harvard Pilgrim Health Care, Inc.
Harvard Pilgrim Health Care, Inc. Managed Health CareHealth Services Harvard Pilgrim Health Care, Inc. operates as a non-profit organization that provides administrative healthcare services. It offers health insurance options for companies, families, and individuals. The company was founded in 1969 and is headquartered in Wellesley, MA. | Health Services |
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