search chicago new-york san-francisco sun bank family insights pie-graph presentation loupe money-hand graph arrow-down angle-left

Brian F. Lee

Vice President of Portfolio and Wealth Advisory

Brian joined BBR partners in 2018 and is a Vice President of Portfolio & Wealth Advisory.  Brian’s responsibilities include supporting Portfolio & Wealth Advisory Directors in managing a client’s overall financial picture, including working with clients on day-to-day portfolio management issues and coordinating with external advisors.

Prior to joining BBR, Brian was a Portfolio Manager at U.S. Bank Private Wealth Management, where he worked with clients to establish an integrated investment approach, offering asset allocation strategies and recommendations based on short and long-term financial objectives and risk profiles.  Previously, Brian worked at Joel Isaacson & Co. as a Financial Advisor Associate.

Brian graduated magna cum laude with a BBA in Finance and Investments from Baruch College.  He earned the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society New York.

Brian lives in Queens, New York, with his wife Susy and their two corgis.  Outside of work, Brian enjoys sports (especially football), physical fitness, traveling, dining out and spending time with family and friends.

Get more information

Our Services

Our diverse, integrated offering addresses all aspects of a client’s financial life.
Learn more