J. Stephen Lee

Chief Investment Officer, Managing Principal

J. Stephen Lee

Steve manages our PPG office in downtown Pittsburgh and works with clients to develop, implement, and monitor tailored financial solutions.  He also serves as the firm’s Chief Investment Officer, overseeing the firm’s investment research, portfolio construction, and portfolio management. Steve joined our team in 2012 when Pittsburgh-based H.L. Zeve Associates merged with JFS.

Before the merger, Steve worked as a Lead Advisor for H.L. Zeve since 1994.  Prior to this, Steve lived in New Orleans, LA, where he owned and operated an oil and gas exploration and production company, managing funds from private and corporate investors.  He received a Bachelor’s Degree in Geological Sciences from Brown University and earned his Master’s Degree in Business Administration (MBA) from the University of Pittsburgh Katz School of Business.

Steve is a Board Member and past Chair of Shady Side Academy; a Board Member of the Pittsburgh Theological Seminary, where he sits on the Finance Committee; and is a Director of Christian Camps of Pittsburgh, Inc.  He was formerly President of the Shady Side Academy Alumni Council; an Elder of the Fox Chapel Presbyterian Church; and member of the Board of Trustees of the Audubon Society of Western Pennsylvania, where he chaired the Finance Committee.

Steve and his wife live in Oakmont, PA, and they enjoy spending time together in the outdoors and traveling to visit their three grown children.  Steve is an avid outdoorsman – fishing, hunting, hiking, backpacking and skiing in his free time.