Lee joined UBP in May 2017 as an Associate and is involved in all aspects of evaluating, executing and sourcing new business opportunities as well as bridge portfolio management. Prior to joining UBP, Lee worked as an analyst at Stifel in their Global Transportation and Logistics Investment Banking Group, where he primarily executed mergers and acquisitions and various capital markets activities.
Lee has a BS in Finance and a BS in Accounting from the Robert H Smith School of Business at the University of Maryland. In his free time, Lee enjoys traveling, running, swimming and shooting sporting clays.