James H. Lee
Lee, M.S., CFA, CMT, CFP is
Strategic Foresight Investments LLC (StratFI).
Jim has a long and successful track record in investment management and research. Prior to founding StratFI, he led the investment committee and managed more than $700 million at Lau Associates (now a part of Bryn Mawr Trust).
He is an active member of the Association of Professional Futurists (APF) and holds multiple well-respected professional certifications:
- Certified Financial Planner (CFP): 1995 to present
- Chartered Financial Analyst (CFA): 2000 to present
- Chartered Market Technician (CMT): 2006 to present
Jim holds a B.A. degree in economics from the College of William & Mary and an M.S. in Studies of the Future from the University of Houston-Clear Lake.
In his free time, Jim enjoys cooking vegetarian dishes with his wife, Stephanie. He also manages a small farmer’s market in his Wilmington neighborhood.
Watch James H. Lee on Investment Cycles on The Cycles Of Change. Read his Google+ profile and his LinkedIn profile.