Director of Investments,
Moldaver, Paterson & Lee Group at Stifel
Location: New Jersey
Member Since: 2017
Jimmy Lee is Director | Investments and a partner of the Moldaver Paterson & Lee Group at Stifel. He brings close to 20 years of experience delivering holistic wealth management and customized investment advisory services to high net worth individuals, family offices, institutions, and non-profit organizations. Along with his partners Ed Moldaver (2019 Barron’s Top 20 Advisor) and David A. Paterson (Former Governor of the State of NY), they provide strategies geared to the complex needs of their clients, including investment planning, trust and estate issues, wealth protection and charitable giving. He facilitates all aspects of a client’s wealth management needs across all assets including cash, fixed income securities, equities and alternative investments.
Jimmy joined Stifel in 2015 through its acquisition of Barclays Wealth and Investment Management, Americas, where he spent three years. Prior to that, he spent nearly five years at Morgan Stanley in its Global Wealth Management Group and seven years at Bear Stearns in its Private Client Services Group. In 2019, he was named to Forbes’ Best-in-State Wealth Advisors list.
He attended Binghamton University and currently resides in Bergen County, NJ with his wife, Emmy, and their two children.