Bio
Lee joined Mesirow in 1992 and has more than 30 years of experience in the financial services industry. Lee is a founding member of Chicago Scholars and past President of the Jewish Council for Youth Services. He has served on the board of The Hebrew Immigrant Aid Society (HIAS) and the advisory committee for Invest for Kids. Professional involvement includes the private client division of SIFMA, the Advisory Council for Fidelity’s broker dealer segment as well as a frequent speaker at the SS&C/Black Diamond Executive Forum. Lee earned a Bachelor of Science in Accounting from the University of Illinois and is an alumnus of the London School of Economics. Lee has successfully completed the Certified Public Accountant (CPA) exam
Areas of Interest
- Deal Type
- Acquisition, Development, Ground Lease, Loan Purchase, Opportunity Zone, Partner Buyout, Pre-Development, Recapitalization, Refinance, Rehabilitation
- AUM
- Max LTV
- Capital Stack