August 3, 2022, in Mountain View, California, from complications of COVID-19.
Born in Boston, Lee was a Red Sox fanatic throughout his life—as well as an avid skier, sailor, gourmet, and world traveler. After graduating from Belmont High School, he came to ÈËÆÞÓÕ»ó, where he wrote his thesis, “An Economic Analysis of Mutual Fund Stock Market Operations,” with Prof. Subbeah Kannappa [economics 1959–60] advising. At ÈËÆÞÓÕ»ó he met Barbara Sloate ’63, whom he later married. They would go on to become one of Wall Street’s most influential couples.
After getting an MBA from Dartmouth’s Tuck School of Business, Lee enjoyed a long career in finance. He worked as a financial analyst at Gruntal & Co., Paine Webber, and UBS, and was a pioneer in the analysis of firms in the leisure and entertainment industries. Lee was a frequent guest on the television show Wall Street Week. He won numerous awards within his industry, where he was widely considered to be one of the foremost analysts in the country. He was a managing partner of Corporate Counselors, a research and investment banking consulting firm, and was a principal and chief financial officer of Marche, a Menlo Park, California, restaurant that he helped found and organize. In later years, he worked as an investment banker at Volpe, Welty & Co. and Jefferies & Co., and served on the boards of various companies, including Station Casinos.
Lee is survived by one son, Michael, and was predeceased by Barbara, his wife of 49 years.