Lee started working with Alera Philadelphia in 2019 and serves as a Senior Consultant. Prior to his time with Alera,Lee was a partner in a local benefit consulting firm.
The majority of Lee’s career has been devoted to the employee benefits practice serving roles with both healthcare companies (Cigna HealthCare) and national consulting firms (Johnson & Higgins, Godwins and AON). His roles have been primarily focused on account retention using his strength in both financial analysis and underwriting concepts.
His focus with Alera Group is supporting the new sales team with their new business initiatives. Drawing on his vast experience, he is a valuable asset for our sales professionals.
Lee received a B.S. in Economics from Ohio Wesleyan University.
Favorite place to visit: The mountains, hiking, skiing and playing golf.
Favorite song: Eyes of the World, Grateful Dead
Most interesting place you have been: Moscow, Russia
First thing you would do if you won the lottery? Build a soccer complex for Lower Merion Soccer Club
Best advice you’ve ever received? Enjoy each day, this is not a dress rehearsal.