ABOUT LEE

Lee’s proficiency in the Sarasota Real Estate market began as a child growing up on the gulf on Siesta Key. With a father in investment banking and a mother who built up several real estate companies, investments and real estate were the topics of discussion around the dinner table. Real Estate has truly been the family business for the past 30 years in Sarasota.

What distinguishes Lee today as a real estate broker are the myriad of experiences he has outside of Sarasota owning and operating business in the US and abroad. Just out of college Lee put together a fund with outside investors to capitalize on the IPO market and earned a rate of return greater than 30%. He became an award-winning relationship manager at Chase Manhattan Bank in NYC where he worked on the sell side of Latin American debt, trading and annuities. By night he moonlighted at his own antique and art gallery in Greenwich Village. The business turned an immediate profit and he successfully sold it off.

Lee emerged from these experiences on Wall Street with a new thirst for understanding how the world’s leading CFO’s and CEO’s made their decisions, and embarked on a round-the-world tour where he interviewed with leaders in 12 countries. He then returned to the US as a full-time MBA student at Duke University. He founded his third venture, this time a multi-national clothing business, while completing his degree.

While in Research Triangle Park, Lee served as CEO and CFO of an e-software company. After having created the financial and marketing plans and raising money for multiple ventures, Lee moved back to NYC to focus on coaching emerging entrepreneurs on how to formulate their financials and position their companies to angel investors and Venture Capital firms. Lee began setting up a venture capital business in the World Trade Center. When he lost his office there in 2001, he and his fiancée, Lisa, decided to marry and move to Sarasota to start anew and raise a family.

In returning to Sarasota, Lee found that the real business opportunity in this market centered around real estate. The growth of the population of Florida over the next decade dictates continued appreciation in property values and real estate development.

Lee received his MBA from Duke University and B.A. in Economics from the University of Miami. He is a licensed real estate broker in the state of Florida.