Jake Lee: Email & Phone Number

Relationship Manager at BIP Wealth|Alpharetta, Georgia, United States

Position:

Relationship Manager at BIP Wealth

Location:

Alpharetta, Georgia, United States

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Last updated: 2026-10-16

Updated: 2026-10-16

Found email addresses for Jake Lee:

Business emails:

l****e@bipwealth.com

Found phone for Jake Lee:

+1-***-***-4254

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Work Experience 1 year

Relationship Manager at BIP Wealth

Jun 2026 - Current

Managing Director at KSU Student Managed Investment Fund LLC

Jan 2026 - May 2026

Senior Analyst at KSU Student Managed Investment Fund LLC

Jul 2025 - Dec 2025

Junior Analyst at KSU Student Managed Investment Fund LLC

Jan 2025 - Jul 2025

Chief Operating Officer, Co-Founder at Alternative Investments Group at Kennesaw State University

Sep 2025 - May 2026

Private Equity Associate Intern at Indus Growth Fund

Aug 2025 - Oct 2025

Wealth Management Intern at BIP Wealth

Jun 2025 - Jul 2025

Their professional focus is Financial Statement Analysis, Pro Forma Development, and Public Equity Valuation across 3 core areas.

Jake holds Series 65, Southern Classic CFA Research Challenge Winner, and Bloomberg Market Concepts certifications.

Education

B.B.A. at Kennesaw State University

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The Permanente Medical Group, Inc.

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