James H. Lee
Login to view DISC.James H. Lee is the Founder of StratFI, an investment advisory firm in Wilmington, DE, where he applies his expertise as a professional futurist. With credentials including CFA, CMT, and CFP, he uses strategic foresight and a multidisciplinary approach to guide investment strategy. He earned an M.S. from the University of Houston-Clear Lake.
Outside of his financial work, James is an active community member who manages a local farmers market in his Wilmington neighborhood. He has a passion for writing, having authored two books on finance and resilience. In his free time, he enjoys biking and cooking vegetarian dishes with his wife, Stephanie.
His book, "Foresight Investing," won the "Most Significant Futures Works Award" from the Association of Professional Futurists.
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