Nadine G. Lee
Nadine Gordon Lee, CPA/PFS, CFP®
The Colony Group
20 Bedford Road
Nadine (Dina) Lee is the Managing Director of The Colony Group Metro NY Offices and President of The Colony Group Family Office. Previously, Dina was the President and Founder of Prosper Advisors. During her more than 30 years in wealth management, Dina has spent most of her career advising wealthy family groups, corporate executives and owners of closely-held businesses. She is a former Managing Director of U.S. Trust Company and former Partner of Ernst & Young.
Dina’s planning expertise incorporates investment management techniques with philanthropic, estate and income tax strategies to optimize family wealth while controlloing risk.
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
- Chair of the Investment Committee of the NYSSCPA
- President of the Estate Planning Council of New York City
As a speaker, her audiences have included the Wharton School, the UJA, the Investment Management Institute, the American Institute of CPAs, the FPA, the NYSSCPA and the Estate Planning Council of NYC. Dina is frequently quoted in the financial press and has had many interviews on network television including hosting her own seven part series on wealth management and financial planning. She is the recipient of the New York State Society of CPA's Outstanding CPA in Industry Award and previously cited as one of Crain's New York's "40 under 40".
Dina has been involved with several chartiable boards and planned giving committees including SUNY College of Optometry, Pace University and Lincoln Center. She serves on the Board of Governors of Burning Tree Country Club in Greenwich CT.