Lee Dana Weiss
Financial Advisor in Boston, Massachusetts
Serving as the Managing Partner of Family Endowment Partners, LP. Prior to founding the firm, was the President of Fidelity Family Office Services. Launched the business in October 2003 and built a team of over 200 associates. When left Fidelity, the business had $21 billion on the Family Office platform. Was a member of the Fidelity Brokerage Company’s Senior Management Team and Audit Committee. Also was a member of the internal management board for the Fidelity Charitable Gift Fund which manages $3.5 billion in charitable assets for its grantors.
Prior to Fidelity, joined Merrill Lynch in 1992 as a Financial Advisor and led one of the fastest growing and most successful financial advisory teams through 2000. In 2000, created and led Merrill Lynch’s Private Banking and Asset Management Group in New York City. Started financial career in the General Electric Financial Management Program & is on the Corporate Boards of Private Capital Development and One Capital Asset Management, the Investment Committee of Maimonides School, and the Charity Boards of UJA Young Leadership and The Foundation for Jewish Camping.
Received a Certified Investment Manager Analyst designation.