About Jay Lee

Jay is the founder of Ballaster Financial, an advisory practice dedicated to serving the needs of working professionals

JAY’S STORY

Jay grew up in a household that was blown left and right chasing financial security. He watched his parents stash away their life’s savings into the heel of an old boot in order to immigrate from Korea to Australia, then to the US. They finally settled in New York where they hustled away 6 days a week, only to find themselves trying to retire without a plan, scrambling to catch up on lost time. 

Through this experience,  Jay is passionate about helping others create a plan to find financial security. Even though he largely grew up in the US, having been born to immigrant families, financial literacy was not a part of his household education. He wants to close that gap between those who grew up with wealth and those working towards it.

Jay lives with his wife Margaret in Jersey City, New Jersey and stays busy keeping his two young boys out of mischief.

JAY’S EXPERIENCE

  • Owner, Ballaster Financial (Oct 21- Present)

  • Wealth Manager, Bingham, Osborn, and Scarborough (Mar 21- Sep 21)

  • Private Markets Strategist, UBS Wealth Management (Oct 18- Mar 21)

  • Portfolio Strategist, UBS Wealth Management (Feb 15-Sep 18)

  • Equity Research Associate, Neuberger Berman (Jun 10-Feb 15)

  • IT Project Manager, Neuberger Berman (Jun 06-May 10)

Jay is a CERTIFIED FINANCIAL PLANNER ™, CFA® charterholder, and a dual Computer Engineering/Economics graduate of Rensselaer Polytechnic Institute. He is also a member of the National Association of Personal Financial Advisors (NAPFA), XY Planning Network, and Fee Only Network.