Jim Lee, Author at Technical.ly Delaware

Jim Lee

Photo of Jim Lee

James H. Lee ("Jim") has a long and successful track record in investment management and research. Prior to founding StratFI, he led the investment committee and managed more than $700 million at Lau Associates, now a part of Bryn Mawr Trust. He began his career in 1991 working as a financial planner for American Express Financial Advisors (now Ameriprise). More recently, Jim has gained media attention as Delaware's only professional futurist. A popular keynote speaker and presenter on trends, Jim has traveled throughout the country and abroad, sharing his unique insights on "what happens next?"

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9 finance — and life — lessons for new college students professional development

Aug. 17, 2020 2:09 pm

9 finance — and life — lessons for new college students

"There is a significant gap between financial theory and what actually works," writes StratFI founder Jim Lee. Here's what he's learned since his own higher ed years.
Please don’t take ideas from this fake startup employee handbook growth

Dec. 27, 2018 11:54 am

Please don’t take ideas from this fake startup employee handbook

A satirical look at what's happening in the workplace.

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