Joe Lee

Analyst

Meet Joe Lee

Joseph Lee is an Analyst responsible for conducting research and due diligence, authoring marketing and offering materials, preparing financial analysis and creating financial models in support of Marathon Capital’s senior bankers. Prior to joining Marathon Capital, Mr. Lee was a Summer Analyst at Silver Lane Advisors where he focused on mergers & acquisitions for financial institutions, as well as Senior Advisor to Emory’s Goizueta Investment Management Group (GIMG).

Mr. Lee received his BBA from Emory University with concentrations in Finance, Accounting and Arts Management. Prior to undergrad, Mr. Lee was a Corporal in the Republic of Singapore Air Force. Mr. Lee holds his Series 63 and 79 licenses.