Meet Adam Lee

Adam Lee, CFA®

Partner & CIO

Adam serves as Portfolio Manager, refining and implementing the firm’s investment philosophies and strategies to ensure each and every client portfolio is efficiently and effectively driving progress toward clients’ goals. He also provides planning support on specialized illiquid client investments, or other unique financial circumstances.

He graduated from the University of Oklahoma in 2015 with a BBA in Accounting and Finance, and a Master of Accountancy, obtaining his CPA shortly after. He began his career with PwC, an accounting firm. Subsequently, he spent 5 years helping build out a finance department for Love’s Travel Stops, where he managed a team focused on acquisitions, capital allocation, investment decisions, and various other financial consulting projects. Adam’s experience advising on complex, private investments, and building processes to efficiently analyze and execute on financial opportunities brings a unique and valuable perspective to the team.

Adam has been an Oklahoman for life, growing up in Oklahoma City, attending college in Norman, and building his career in Oklahoma City. He’s a proud alumnus of Leadership Oklahoma City’s LOYAL program. While admittedly not the fastest or most competitive runner around, Adam is an avid half-marathoner and enjoys traveling with his wife to new places to run races. When he’s not traveling or at the office, Adam enjoys spending time outdoors with his wife and two dogs.