Lee serves as the President and Chief Operating Officer. He also serves on the Board of Directors of the firm. Prior to joining Diversified Trust, Lee served as Vice President of Finance for Le Bonheur Health Systems, a multi-faceted healthcare provider based in Memphis. Lee began his career with Ernst & Young.
Lee received a Bachelor of Accountancy from the University of Mississippi. He is a member of the American Institute of Certified Public Accountants and the Tennessee Society of Certified Public Accountants. In addition, he is an honors graduate of the Cannon Financial Institute Trust School, and is a Certified Trust and Financial Advisor. He is a member of the Estate Planning Council of Memphis and serves on the Board of Trustees of the Visible Music College and the Board of Directors of the Neighborhood Christian Centers, Inc.