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Joseph Allen Lee, Edit Profile

financial consultant

Joseph Allen Lee, was American financial consultant. Trustee, vice president Monterey Peninsula Foundation; president Comty. Found; former trustee Greenwich Hospital, Whitby School, Brookridge Association, Robinson Jeffers Tor House Foundation, Riverside Church; Member of Finance Analysts Society, New York Society Security Analysts, Wailea Golf Club, Old Capital Monterey Peninsula Country Club, Pebble Beach and Tennis Club, Cypress Point Club.

Background

Lee,, Joseph Allen was born on December 9, 1921 in Evanston, Illinois, United States. Son of Joseph Allen and Barbara Thruston (Senseney) Lee.

Education

Student, Yale University, 1939—1942. Master of Business Administration, Harvard University, 1948.

Career

Salesman Union Securities Corporation, 1948—1950. Vice president, manager institutional department Reynolds & Company, 1950—1960. Vice president, deputy director investment research Bankers Trust Company, 1961—1966.

Senior investment advisor Rockefeller Family & Associates, 1966—1976. Finance consultant Carmel, California, 1977—1986. Board directors California Mutual Insurance Company, Monterey Finance Corporation, American Eagle Insurance Company.

Served to 1st lieutenant United States Army Air Force, 1943-1945.

Membership

Trustee, vice president Monterey Peninsula Foundation. President Comty. Found. Former trustee Greenwich Hospital, Whitby School, Brookridge Association, Robinson Jeffers Tor House Foundation, Riverside Church.

Member of Finance Analysts Society, New York Society Security Analysts, Wailea Golf Club, Old Capital Monterey Peninsula Country Club, Pebble Beach and Tennis Club, Cypress Point Club.

Connections

Married Barbara Clemens Burnham, October 8, 1949. Children: Donald P., Allen C., Linda H., Andrew S.

father:
Joseph Allen Lee

mother:
Barbara Thruston (Senseney) Lee

spouse:
Barbara Clemens Burnham

children:
Donald P. Lee,

Allen C. Lee,

Linda H. Lee,

Andrew S. Lee,