About
James Lee is a CFA with 18 years of institutional investment experience who now manages portfolios for technology executives and startup founders in the Pacific Northwest. He specializes in concentrated stock positions and equity compensation.
Investment Philosophy
For tech executives, the biggest risk is often the one you're not seeing: overconcentration. I build strategies to systematically diversify while managing taxes and lockup restrictions.
Concentration builds wealth. Diversification preserves it. Timing matters enormously.
Firm Information
FirmPacific Portfolio Advisors
PositionChief Investment Officer
Agency TypeRIA
Firm CRD#890123
About FirmA Seattle-based RIA specializing in investment management for technology executives, providing sophisticated strategies for equity compensation and concentrated positions.
Professional Details
Advisor CRD#901234
Fiduciary Yes — acts in your best interest
CompensationFee-Only
Designations
Licenses
Investment Information
Assets Under Management$155M