James H. Lee

Author of The Holy Terror / The Blackboard Jungle (Plays)

2 Works 10 Members 0 Reviews

Image credit: James H. Lee

Education: College of William & Mary (B.A. in Economics)
University of Houston-Clear Lake (M.S. in Studies of the Future )
Occupations: Financial advisor
Professional futurist
Organizations: Strategic Foresight Investments
Short biography: James H. Lee is an award-winning financial advisor with over 30 years of experience. He is also the founder of StratFi, a boutique investment advisory firm that focuses on “what happens next.”

Jim has been quoted by The Wall Street Journal, USA Today, The News Journal, Financial Planning, and Technical.ly. His articles have been printed by the AARP, Investopedia, the Journal of Futures Studies, Technological Forecasting & Social Change, and The Futurist.

A popular keynote speaker on trends, Jim has presented to audiences in the U.S. and abroad, covering a range of topics related to the future.

He is an active member of the Association of Professional Futurists and holds multiple professional certifications: Certified Financial Planner (CFP®), Chartered Financial Analyst (CFA), Chartered Market Technician (CMT).