Jonathan Lee
Associate Wealth Strategist
As an Associate Wealth Strategist, Jon supports 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 joining Gresham, Jon was a practicing estate planning attorney at a Chicago based firm. Jon is a licensed attorney in Illinois and a member of the Chicago Estate Planning Council.
- B.A., Sociology, Syracuse University, Magna Cum Laude
- J.D., Washington University School of Law
- Personal Interests: Family, Basketball, Volleyball and Travel
