John Patrick Lee, Jr., MBA

Since joining the industry in 1991, John has been through numerous market cycles, arming him with the experience necessary to navigate the choppy waters. As a Private Investment Management (PIM) Portfolio Manager, John and his team provide top-quality portfolio management expertise and personal services that were once available only to ultra-high net worth clients.


John is a graduate of Kent State University and in 1991 received his bachelors in Pre-Medicine and Zoology and he has his MBA in International Finance from the University of Notre Dame. He serves Saint Raphael Parish on Finance Council and supports Best Buddies Cleveland which is an organization for individuals with developmental disabilities.

Mary Beth and John have been married since 1991. They are the proud parents of Maggie, Hannah, and John. John enjoys experiencing local breweries and renovating perfectly good parts of his house as well as continuing to golf, play volleyball, and bowl with the Cleveland Athletic Club. No hole-in-one yet but John did manage a 300 game in 2018. They joined the Vatican Patrons of the Arts and on a visit to Rome in 2023 they were graced with the honor of not only meeting but also shaking hands with Pope Francis!