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Biography

 

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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?"

He is an active member of the Association of Professional Futurists (APF) and holds multiple well-respected professional certifications:

  • Certified Financial Planner (CFP®): 1995 to present
  • Chartered Financial Analyst (CFA): 2000 to present
  • Chartered Market Technician (CMT): 2006 to present

As an independent financial advisor, Jim has a long history of putting client needs first.  In 2016, Jim was recognized in Delaware Today magazine as a Five-Star Wealth Manager.  The same year, he was awarded a Five-Star Advisor rating by The Paladin Registry.

Jim has been quoted in publications such as The Wall Street Journal, Financial Planning, and Medical Economics.  He has written for the AARP, the Journal of Futures Studies, Technological Forecasting & Social Change, and The Futurist.  Jim is the author of the book Resilience and the Future of Everyday Life (2012), and a contributor to The Future of Business (2015).  

He holds a B.A. degree in Economics from the College of William & Mary and an M.S. in Studies of the Future from the University of Houston-Clear Lake.   In his free time, Jim enjoys biking and cooking with his wife, Stephanie.