Adam Lee

Adam serves as Chief Investment Officer and leads Castlepoint’s Investment Committee, sharpening Castlepoint’s investment philosophy and translating it into an investment strategy.  Adam continually evaluates which funds, partners, and other investment tools and vehicles are best used in pursuit of our clients’ goals, and ensures processes and people are in place to most effectively align client portfolios to those goals and strategies on a day-to-day basis.

He also provides support on evaluating 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 practical experience with complex, private investments–and running a diligence process to identify, select, 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. When Adam’s not at work, you’re likely to find him with his family: wife, two kids, and two dogs (or, if not, out on the golf course or in the garage building something).