Find your path to Josh
81 people in our graph share verified history with Josh — schools, employers, funds. One of them is your warm intro.
Bradley FishmanunlockedJosh: together at Next Legacy Partners (2023–2026)
×2Josh: together at Legacy Venture
×7Josh: together at Next Legacy Partners
Josh: together at Brock University
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.
Experience
- Next Legacy PartnersAssistant Controllercurrent2023 — presentPalo Alto, California, United States
- Legacy VentureAssistant Controller2022 — 2023Palo Alto, California, United States
- KPMG USManager, Audit Asset Management2019 — 2022San Francisco Bay Area
- MUFG Investor ServicesHedge Fund Accountant2017 — 2019Cayman Islands
- KPMGAssistant Manager2017Cayman Islands
- KPMGSupervisor2015 — 2017Cayman Islands
Skills & more
Microsoft OfficeMicrosoft ExcelAssurance5Financial Accounting5External Audit5GAAP1Financial Reporting1Corporate Tax2Generally Accepted Accounting Principles (GAAP)1U.S. Generally Accepted Accounting Principles (GAAP)Hedge FundsAlternative Investments
+11 more
International Financial Reporting Standards (IFRS)Account ReconciliationInternal ControlsFinancial AnalysisPersonal Income Tax ReturnsGAASFund Of FundsBig 4Fund AdministrationFund AccountingFinancial Services- Chartered Professional Accountant — CPA Ontario
- Chartered Accountant — Canadian Institute of Chartered Accountants
- Certified Public Accountant (Inactive) — California Board of Accountancy
From Josh's professional profile.
Colleagues at Next Legacy Partners
Alan Marty
Investor at Next Legacy Partners
Amber Puebla
Sr. Experience Manager at Next Legacy Partners
Ben Choi
Managing Partner at Next Legacy Partners
Bradley Fishman
Managing Partner & General Partner at Manhattan Venture Partners
Brendon Ayanbadejo
Investor at Next Legacy Partners
Caleagh Creech
Principal at Next Legacy Partners
Caleagh Creech
Investor at NEXT PLAY CAPITAL
Chris Cassidy
NASA Astronaut and former Navy SEAL at NEW VISTA CAPITAL
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.
- Where did Josh Lee go to school?
- Josh Lee studied at Brock University (Bachelor's Degree, Accounting Honours).
Same school
Also attended Brock University30
Tashrik AhmedInvestor at OMERS VenturesJosh FrenchVP, Finance at Round13 CapitalDavid G. AlexanderVice Chairman and Managing Director at Third Eye CapitalPeter MisekManaging Partner and Co-Founder at Framework Venture PartnersFlorian EndresPrincipal at LEA PartnersRyan Sean AdamsGeneral Partner at Bankless Ventures
+ 24 more
Shared employers
Also worked at Legacy Venture18
Qing WangCFO at Yamaha Motor VenturesBen ChoiManaging Partner at Next Legacy PartnersKelli CullinaneManaging Partner, CFO, CCO at Next Legacy PartnersAmber PueblaSr. Experience Manager at Next Legacy PartnersJessie Jia GuoInvestment Partner at Next Legacy PartnersKathryn ZekusDirector of Philanthropy at Next Legacy Partners
+ 12 more
Also worked at KPMG US523
Jeffrey PaineFounding Partner at Golden Gate VenturesJonas VetterleInvestor at Moonfire VenturesMarco FumagalliBoard Member at P101 VenturesJimmy ChartersChief Financial Officer at GreycroftRob LawrenceSenior Finance Associate at GreycroftJay JohnsonBoard Member at CincyTech
+ 517 more
Also worked at MUFG Investor Services5
Payton QuassAccounting Manager at Founders Circle CapitalNick DuafalaPrincipal at K Street CapitalBecky O’MalleyController at Centre for Entrepreneurship Education & Development (CEED)James FehilyAssociate Director, Luxembourg at Altum LuxembourgKisan PatelSenior Associate, Private Debt at Ajeej Capital
