About Nadine
Nadine (Dina) Lee is a Senior Wealth Advisor at Focus Partner’s Metro NY Offices. During her more than thirty years in wealth management, Dina has advised wealthy families, corporate executives and owners of closely held businesses. Her planning expertise combines investment management techniques with philanthropic, estate, and income tax strategies to optimize family wealth while controlling risk. Dina also has a particular expertise in serving women in transition; navigating divorce, the recent loss of a spouse, or the transition from career to retirement.
Previously, Dina was the President and Founder of Prosper Advisors, which merged with Focus Partners in 2013. She is a former Managing Director of U.S. Trust Company and a former Partner of Ernst & Young.
As a leader within her profession, she has held the following key positions: Personal Financial Planning Executive Committee of the American Institute of CPAs; Vice President and Director of the New York State Society of CPAs; President of the Estate Planning Council of New York City; Chair of the Investment Committee of the NYSSCPA.
Dina is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. As a speaker, her audiences have included the Wharton School, the UJA, the Investment Management Institute, the American Institute of CPA’s, the FPA, the NYSSCPA and the Estate Planning Council of NYC. Dina has been interviewed by the financial press, contributed articles to Worth magazine, and hosted a series on wealth management on CNN financial news.
Dina has served in leadership positions on several boards and committees including SUNY College of Optometry, Pace University, Cancer Care Inc., Lincoln Center, The North Castle Land Trust and Burning Tree Country Club in Greenwich, Connecticut.
Dina received her Bachelor’s Degree in Accounting from Queens College and her Masters in Taxation from Pace University.
Nadine (Dina) Lee is a Senior Wealth Advisor at Focus Partner’s Metro NY Offices. During her more than thirty years in wealth management, Dina has advised wealthy families, corporate executives and owners of closely held businesses. Her planning expertise combines investment management techniques with philanthropic, estate, and income tax strategies to optimize family wealth while controlling risk. Dina also has a particular expertise in serving women in transition; navigating divorce, the recent loss of a spouse, or the transition from career to retirement.
Previously, Dina was the President and Founder of Prosper Advisors, which merged with Focus Partners in 2013. She is a former Managing Director of U.S. Trust Company and a former Partner of Ernst & Young.
As a leader within her profession, she has held the following key positions: Personal Financial Planning Executive Committee of the American Institute of CPAs; Vice President and Director of the New York State Society of CPAs; President of the Estate Planning Council of New York City; Chair of the Investment Committee of the NYSSCPA.
Dina is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. As a speaker, her audiences have included the Wharton School, the UJA, the Investment Management Institute, the American Institute of CPA’s, the FPA, the NYSSCPA and the Estate Planning Council of NYC. Dina has been interviewed by the financial press, contributed articles to Worth magazine, and hosted a series on wealth management on CNN financial news.
Dina has served in leadership positions on several boards and committees including SUNY College of Optometry, Pace University, Cancer Care Inc., Lincoln Center, The North Castle Land Trust and Burning Tree Country Club in Greenwich, Connecticut.
Dina received her Bachelor’s Degree in Accounting from Queens College and her Masters in Taxation from Pace University.