Scott Lee in

Scott Lee

Managing Partner at SL Capital Advisors
📍 New York City Metropolitan Area, United States

Scott Lee is the Managing Partner at SL Capital Advisors, specializing in M&A advisory for private equity firms and their portfolio companies. A graduate of the University of Rhode Island, he has a strong entrepreneurial background, having co-founded both Envestnet Retirement Solutions and FinaConnect Inc. , serving as CEO for the latter.

Outside of his direct advisory work, Scott maintains a keen interest in the strategies of major investment players. He follows prominent private equity and alternative asset management firms like The Carlyle Group, Blackstone, and KKR, indicating a deep passion for the broader financial landscape.

Unique fact: Scott is a proven entrepreneur, having successfully co-founded and built two separate financial technology companies before his current advisory role.

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Experience
11 Years
Current Role
Managing Partner
Location
New York City Metropolitan Area, United States
Personality Overview
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Priorities

Topics Scott cares about

FinTech Entrepreneurship
He has successfully co-founded and led two financial technology companies, FinaConnect Inc. and Envestnet Retirement Solutions, demonstrating a passion for building businesses in this space.
Private Equity Advisory
His current role at SL Capital Advisors is centered on providing M&A and strategic advice to private equity firms, making it a core professional focus.
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Career

Work history

1-2007
Managing Partner
SL Capital Advisors
1-2014 - 11-2018
Board Member
Envestnet Retirement Solutions
1-2014 - 4-2017
Co-Founder, Senior Managing Director
Envestnet Retirement Solutions
2-2008 - 1-2016
Co-Founder, CEO
FinaConnect Inc.
In the press

Media appearances

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Education
Executive Education
Columbia Business School
Executive Education
The Wharton School
Bachelor's degree
University of Rhode Island
Social presence
in

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