Jeremiah J. Lee J.D., CFP® CANDIDATE

Chief Financial Officer
951-684-7011

Jeremiah is a third-generation resident of Riverside, California. Prior to joining TriCord Advisors, Inc., Jeremiah spent seven years with Best Best & Krieger LLP, a full-service law firm with over 200 attorneys and 10 offices. He practiced as a business attorney in California focusing his time on mergers and acquisitions, commercial real estate, estate planning, and business and succession planning. Jeremiah earned his undergraduate degree from U.C. Berkeley’s Haas School of Business followed by two years working in San Francisco as an analyst with the global management consulting firm Huron Consulting Group (NASDAQ: HURN). Jeremiah graduated cum laude from Pepperdine University School of Law, where he was a faculty scholar on a full-ride scholarship and the editor-in-chief of the Journal of Business, Entrepreneurship & the Law. While in law school, he served as an extern to the Honorable Otis D. Wright II in the U.S. District Court for the Central District of California and interned with Western Asset Management Company in London, U.K. under the local general counsel.

Jeremiah is a candidate for certification as a CERTIFIED FINANCIAL PLANNERTM and has passed the CFP® exam. Jeremiah is a graduate of Leadership Riverside Class of 2017 through the Greater Riverside Chambers of Commerce. He is a member and the current Secretary of the Regional Advisory Board of Big Brothers Big Sisters of the Inland Empire, is a member of the PICK Group, and is part of the marriage ministry at Sandals Church. Jeremiah lives in Riverside with his wife, Laura, and their four children. When not at work, he is on an adventure with his family or making progress on a ten-year goal of section hiking the Pacific Crest Trail with his father.