Mr. Lee is a Valuation Advisory Associate with Sorbus Advisors LLC. Mr. Lee is responsible for financial modeling, comprehensive industry and company research as the key elements of each valuation assignment. He concentrates in valuations of intangible assets, equity and complex financial instruments for clients seeking to comply with IRC 409A, ASC 805, Fair Value financial reporting standards.
Mr. Lee received her MBA in Finance from the University of California, Haas School of Business and her B.A. degree in Economics and Finance from Baruch Collage, City University of New York, and graduated with Magna Cum Laude Honor. Passed the second levels of the Chartered Financial Analyst (CFA) Program and may be awarded the charter upon completion of the required work experience.