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Lee Brings 30 Years of Investment Experience to PFA

Updated: May 23, 2023

COLCHESTER, VT, April 23, 2019 - Professional Financial Associates, LLC (PFA) in Colchester is pleased to announce the addition of George Lee to the team as an Investment Advisor Representative. George brings more than 30 years of investment management experience, working with Sentinel Investments, Dwight Asset Management, and KDP Investment Advisers. He has worked in a variety of capacities, both as a quantitative investment analyst and as a high yield credit analyst.

George Lee, CFA

George brings a broad range of experience and training to help simplify the investment process in today’s complex financial and economic environment. Working from a foundation of knowledge, integrity and service, he has earned a reputation as a respected and effective professional.

“We couldn’t be more excited to have George on the PFA team,” said Timothy Monty, Managing Partner. “His experience allows us to raise the bar further in our wealth management services and drive additional value to clients who trust the PFA team to manage their assets.”

George holds a BA from Stanford University and an MA in Economics from New York University. He obtained his CFA® (Chartered Financial Analyst) designation in 1992. ​George was, previously, a member of the board of directors of the Vermont Institute for Science, Math and Technology.

PFA provides a growing number of professional and business clients with a broad range of services and products specifically designed to help meet their financial needs. From financial planning to protection products to business benefits administration, PFA provides comprehensive financial services to clients in Vermont and throughout New England.


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