Lee is a retired partner at Sullivan. He was in the Investment Management Group in our Boston office and practiced general corporate and securities law. He served as managing partner of the firm from 1996 to 2002. With over 45 years of experience in the investment company and investment management areas, Lee organized and advised open and closed end funds, represented independent trustees in the discharge of their fiduciary duties and counseled investment advisors as to ongoing SEC compliance and contractual arrangements with private accounts.

Representative Client Work

  • Organization and SEC registration of mutual funds and investment advisory firms
  • Representation of independent trustees of mutual funds
  • Mergers and acquisitions of mutual funds and investment advisory firms
  • Organization of Massachusetts business trusts and advice regarding their ongoing operations

Bar & Court Admissions

  • New York
  • Massachusetts

Education

  • J.D., Yale Law School
  • B.A., Harvard College

Community Engagement

  • Member, Clients’ Security Board, 2015-
  • Co-Chair, Senior Lawyers Section, Boston Bar Association, 2009-2011
  • Hearing Committee, Massachusetts Board of Bar Overseers, 2003-2009
  • Chair, Massachusetts Board of Bar Overseers, 2013-2014; Vice Chair, 2011-2012; Member, 2010-2011
  • Director and Incorporator, Greater Boston Legal Services, 2010-2013

Awards & Honors

  • Southgate Volunteer Award, Greater Boston Legal Services (2006)
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