
Nadine Gordon Lee
Managing Director & President, Colony Family Office
The Colony Group
United States, New York, Armonk
About Me
Nadine (Dina) Lee is the Managing Director of The Colony Group’s Metro NY Offices and President of the Colony Group Family Office. During her more than thirty years in wealth management, Dina has advised wealthy families, corporate executives and owners of closely held businesses. Her planning expertise combines investment management techniques with philanthropic, estate, and income tax strategies to optimize family wealth while controlling risk. Dina also has a particular expertise in serving women in transition; navigating divorce, the recent loss of a spouse, or the transition from career to retirement. She was previously cited as one of Crain’s New York’s “40 under 40”. Previously, Dina
Profile Information
Managing Director & President, Colony Family Office
The Colony Group
Investment Team,Operations Team
Investor
RIA/Wealth Manager/Asset Manager
Armonk
New York
United States
May 15, 2024
More profiles to browse
Nan Vlad
Retired
JP
John Paduano
Portfolio Manager
Jeffrey T Craig
Senior Wealth Advisor & Principal
Terri Feeney
Chief Financial Officer
You Might Like
JB
Joy Bunzel
Client Services
Sierra Investment Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management
RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
JH
Jamie Heisch
Investment Associate
Silicon Valley Community Foundation