Advisory Board

James H. Lee

James H. Lee, M.S., CFA, CMT, CFP is founder of 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 has been quoted in publications such as The Wall Street Journal, Financial Planning, and Medical Economics. As an academically-trained futurist, he has written for the Journal of Futures Studies, Technological Forecasting and Social Change, and The Futurist. Jim is the author of the book Resilience and the Future of Everyday Life, published in 2012.
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 LinkedIn profile.