Overview

Lee is a Principal in the firm’s employee benefit plan audit group. He brings over 15 years of experience in public accounting specializing in employee benefit plan auditing including Defined Contribution Plans, Defined Benefit Plans, and Employee Stock Ownership Plans.

Prior to joining HCVT, Lee started his public accounting career at KPMG and later spent several years at CohnReznick LLP. 

Lee double-majored at Townson University, graduating cum laude with a Bachelor of Science in accounting as well as mass communications. He is a licensed Certified Public Accountant and a member of the American Institute of Certified Public Accountants and Maryland Association of Certified Public Accountants.

Professional Experience

CohnReznick LLP
KPMG

Professional and Community Involvement

American Institute of Certified Public Accountants
Maryland Association of Certified Public Accountants

Practice Area & Specialization

Credentials and Certifications

  • CPA, Maryland

Education

BS, Accounting, Towson University
BS, Mass Communications, Towson University, cum laude

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