/People

Josh Lee

Investor

Assistant Controller at Next Legacy Partners

Tulsa Metropolitan Area

Find your path to Josh

Sign up to see every warm intro you have to Josh

  • Paths you didn't know you had: your email and LinkedIn already hold routes to Josh. We find them for you
  • 2nd- and 3rd-degree connections: the friend-of-a-friend routes that take hours to manually find through your inbox or LinkedIn
  • Answers now, not in days: momentum is everything in a raise. Skip asking around whether someone knows someone

Days of research, done the moment you sign in, with every route ranked by how warm it is.

About

Josh Lee is an Assistant Controller at Next Legacy Partners, where he helps oversee financial reporting, analysis, and budgeting for the firm's funds. He has over seven years in asset management and previously worked at KPMG as an Audit Manager in the asset management group. He holds a Bachelor's in Accounting from Brock University, is a Canadian CPA, CA, and an inactive California CPA.

Colleagues at Next Legacy Partners

Frequently asked questions

Who is Josh Lee?
Josh Lee is an Assistant Controller at Next Legacy Partners, where he helps oversee financial reporting, analysis, and budgeting for the firm's funds. He has over seven years in asset management and previously worked at KPMG as an Audit Manager in the asset management group. He holds a Bachelor's in Accounting from Brock University, is a Canadian CPA, CA, and an inactive California CPA.
Where does Josh Lee work?
Josh Lee is Assistant Controller at Next Legacy Partners.

About this profile. Compiled from public sources — Next Legacy Partners's own website and public professional profiles — and summarised by Fundraising Fox; every fact is kept with where it came from. Spotted an error, or would rather not be listed? Email privacy@fundraisingfox.com · How we build profiles · Your rights