Team

Jeff Lee

Vice President, Capital Markets

While studying at the University of Florida, Jeff completed internships with a non-profit and a boutique RIA and was involved in a start-up incubator where he developed a passion for starting and growing businesses. These experiences laid the groundwork toward his passion for using business as a force for good.

Before joining CommonGood, Jeff served in sales and consulting roles in the financial services industry, including time with Merrill Lynch and CNL Securities where he represented the platform of alternative investments. In his current role as Vice President of Capital Markets, he leads capital raising efforts across the Western U.S. for the firm's platform of impact investments, serving RIA's, Multi-Family Offices and Institutions.

An Orlando, Florida native, Jeff is involved in giving back to his community through his role on the board of a local non-profit basketball tournament and fund-raiser memorializing his late friend. He is also involved in the Lifework Leadership program, his local church and just recently married his wonderful wife, Jessie. He enjoys travel, sports -- specifically Florida Gator football -- and the many benefits of living in the state of Florida.

Jeff recently took a deeper dive into his passion for impact investing, earning his CSRIC designation (Chartered Sustainable Responsible Investment Counselor) through Kaplan's College of Financial Planning. He holds the FINRA series 7 & 63 licenses.

CommonGood brings together a team of financial professionals with unique career paths and shared values to positively impact today’s transforming investment landscape and worldview.

Related News

Blackstone REIT Buys $5.1 Affordable Housing Portfolio

Blackstone REIT Buys $5.1 Affordable Housing Portfolio

American International Group and Blackstone Real Estate Income Trust (BREIT), a long-term, perpetual capital vehicle affiliated with Blackstone, have reached a definitive agreement for BREIT to acquire AIG’s interests in a U.S. affordable housing portfolio for...

Opportunity in Africa

Opportunity in Africa

Africa is the second largest and second most populous continent, and has the world’s fastest growing population, 43% of which is under the age of 15. Its economies are diverse with East Africa leading GDP growth rates - averaging close to 6% a year since 2008. Yet 600...

On GameStop…

On GameStop…

The GME short squeeze frenzy was not only a wild ride for investors, but also a rebellion against Wall Street by the modern-day retail investor. Many of the GME retail investors are millennials that have a deep-rooted mistrust of Wall Street beginning from their...