Jonathan Lee
About Jonathan Lee
Jonathan Lee is a Managing Director and Senior Portfolio Manager at The Colony Group, where he has worked since 2024. He has extensive experience in private strategies and portfolio management, having held various roles at Resource America and The Colony Group since 2006.
Current Role at Colony
Jonathan Lee serves as the Managing Director and Senior Portfolio Manager at The Colony Group. He has held this position since 2024, contributing to the firm's strategic management and investment portfolio. His role involves overseeing investment strategies and managing client portfolios, ensuring alignment with the firm's objectives.
Previous Experience at Colony
Prior to his current role, Jonathan Lee worked at The Colony Group in various capacities. He was the Director of Private Strategies from 2019 to 2024, where he focused on developing and managing private investment strategies. Before that, he served as the Manager of Private Strategies and Portfolio Manager from 2013 to 2019, contributing to the firm's growth in private investment solutions.
Experience at Resource America
Jonathan Lee's career began at Resource America, where he worked from 2006 to 2010. He started as a Summer Intern in New Fund Development, gaining foundational experience in investment strategies. He later became an Analyst in New Fund Development, where he contributed to the analysis and development of new investment funds for one year.
Educational Background
Jonathan Lee attended Bucknell University, where he studied Economics, Finance, and Religion. He earned a Bachelor of Arts degree from 2006 to 2009. His education provided him with a solid foundation in economic principles and financial analysis, which he applies in his professional roles.