Tai Young Lee, Ph.D.
President & CEO

Dr. Lee has served as the President and CEO since the firm was founded in 2000. He serves as the Chief Economist for IPM and plays an integral part in developing market and investment strategies. As a first generation Korean American, he discovered early that minority small business owners are often an underserved market. He understands the concerns and issues that many of these business owners face and has made it his goal to advise and educate them on how to manage their wealth.

He brings with him over 30 years of experience in the international financial markets. Dr. Lee received a law degree from Seoul National University and continued graduate level studies in International Relations and Business Economics at University of Pennsylvania and Indiana University. He earned a Ph.D. in Economics from Indiana University. He served as a corporate executive for one of South Korea's largest conglomerates and was an associate professor for over ten years.

He has recently published a book in the Korean language, "Generational Wealth Management", introducing wealth management and family office concepts to the Korean community. He hopes that his book will be a useful resource for those that are struggling with the overwhelming responsibilities of managing one's wealth as well as for those that may be able to apply some of the concepts to their own lives.

Dr. Lee holds the Series 65 Investment Advisor License.