Jonathan Lee
Associate Wealth Strategist
As an Associate Wealth Strategist at Gresham, Jon assists the Client Service Team in crafting and executing wealth transfer plans that align with the unique goals, preferences, and priorities of client families.
Jon joined Gresham in 2023 and his role involves supporting the Client Service Team in helping client families design and implement their wealth transfer plans in keeping with their goals, preferences, and priorities. He draws on his background in trust and estate planning to help clients make informed decisions around succession planning, trust and estate administration, asset protection, and philanthropy.
Prior to Gresham, Jon worked at a Chicago-based law firm as an estate planner.
Outside of work, Jon enjoys traveling and playing basketball and volleyball. In 2023, he traveled with his wife to South Korea—and has his sights set on Iceland next.
Member, Chicago Estate Planning Council
Education Background
- B.A., Sociology, Syracuse University, Magna Cum Laude
- J.D., Washington University School of Law
