Lee is a Co-founder and Director of Provenance Wealth Advisors, one of the nation’s leading wealth advisory firms. After graduating from the United Stated Military Academy (West Point) in 1973, Lee began his military career by serving in multiple general staff positions at Joint Staff levels, and then on the staff and faculty at West Point. Following his military career, Lee completed graduate studies and went on to hold senior executive positions in the hospitality and finance industries before co-founding Provenance in 2000.

Deeply committed to supporting his fellow veterans, Lee formed The Veterans Trust in 2013 and currently serves as Chairman of the Board of Directors. Lee believes deeply that our nation will benefit by enabling veterans to continue their commitment to their families, their communities, and the companies that hire them when they leave the military. Lee firmly believes that, in accomplishing this, we honor our veterans in meaningful and long-lasting ways.