Stephen Lee

Mr. James S.
Lee is a Partner, Chief Investment Officer & Wealth Advisor at JFS Wealth Advisors LLC and a President at Remainder Corp.
He manages the firm's PPG office in downtown Pittsburgh and works with clients to develop, implement, and monitor tailored financial solutions.
As the firm’s Chief Investment Officer, he oversees the firm’s investment research, portfolio construction, and portfolio management.
Before the merger, Mr. Lee worked as a Lead Advisor for H.L.
Zeve since 1994.
Prior to this, he lived in New Orleans, LA, where he owned and operated an oil and gas exploration and production company, managing funds from private and corporate investors.
He was formerly President of the Shady Side Academy Alumni Council; an Elder of the Fox Chapel Presbyterian Church and member of the Board of Trustees of the Audubon Society of Western Pennsylvania, where he chaired the Finance Committee.
He received a Bachelor’s Degree in Geological Sciences from Brown University and earned his Master’s Degree in Business Administration from the University of Pittsburgh Katz School of Business.