Updated Sunday, April 20, 2014 as of 4:55 PM ET

Group Managing Editor


As Group Managing Editor of SourceMedia's Investment Advisor Group, Lee oversees all editorial aspects of our Bank Investment Consultant brand. He has spent half his 20-year journalism career at SourceMedia and legacy companies. Before taking over BIC in April 2011, he spent more than three years as managing editor of On Wall Street. And before that he was a senior editor at U.S. Banker magazine for four years. He also worked as an editor in the newsletter unit of legacy divisions of the company for three years, covering various aspects of the fixed-income markets.

Lee started his career as a reporter at the St. Louis Business Journal after graduating from the University of Missouri with a B.S. in economics. He is currently working toward an MBA at Baruch College, part of City University of New York.

Recent Stories From This Author

Regulation: Necessary Burden Leaves Good Advisors Stuck in the Middle

Insuring vs. Budgeting: What Some Clients Don't Get

Social Security: What Advisors Need to Know

Advisors Need Better Retirement Planning Training

Managed Money Increases, Cooperation Falls at Banks

BISA 2014: Editor's Choice

Misconceptions of Social Security

Basics Still Elusive In Bank Channel

The Top 50 Bank Advisors

Mass-Affluent Looking Long-Term Again

Rankings Miss the Most Important Part of Advisors' Jobs

Think Short-Term, Plan Long-Term

Thinking Globally Easier Said Than Done

Retirement Focus: Yours and Theirs

TD Wealth Names Four New Regional Leaders

New Day? Just Don't Oversleep

When to Hold 'Em, When to Fold 'Em

Channel Surfing: Best Managers at the Wirehouses

LPL Bolsters Licensed Branch Employee Platform

Program Managers: Mind the Gap

Lists
Advisors on the Move: Cambridge Snags $500 Million Team

Current Issue

The April Issue is now online!


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