James Lee

Chief Operations Officer & Chief Compliance Officer

James joined CFG in 1996 and has 20 years of experience in the financial services industry. He provided comprehensive financial and estate plans for high net worth clients in his former role as Director of Planning. He continues to handle the ‘core’ of CFG’s clients’ financial/estate plans in coordination with other members of the planning department as well as CFG’s sub-advisor, Ingalls & Snyder. In addition, he oversees the daily operations, execution and administration of complete client services. James holds a BA from the University of Nevada. He enjoys all outdoor sports to include hiking, mountain biking, kayaking, snowboarding and rock climbing. James lives in Newton, MA with his wife Anne and daughter Cai Lin.

Contact Us

62 Walnut Street
Wellesley, MA 02481
Phone: 781.237.0123
Fax: 781.237.1696
E-mail: info@capformgroup.com