Nadine Gordon Lee CPA, CFP®, PFS, Managing Director—Metro NY Offices, President, Colony Family Office The Colony Group

Nadine (Dina) Lee is the Managing Director of The Colony Group’s Metro NY Offices and President of the Colony Group Family Office. During her more than thirty years in wealth management, Dina has advised wealthy families, corporate executives and owners of closely held businesses. Her planning expertise combines investment management techniques with philanthropic, estate, and income tax strategies to optimize family wealth while controlling risk. Dina also has a particular expertise in serving women in transition; navigating divorce, the recent loss of a spouse, or the transition from career to retirement.

She is the past recipient of the New York State Society of CPA’s Outstanding CPA in Industry Award and was previously cited as one of Crain’s New York’s “40 under 40”. Previously, Dina was the President and Founder of Prosper Advisors, which merged with The Colony Group in 2013. She is a former Managing Director of U.S. Trust Company and a former Partner of Ernst & Young.

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; President of the Estate Planning Council of New York City; Chair of the Investment Committee of the NYSSCPA.

As a speaker, her audiences have included the Wharton School, the UJA, the Investment Management Institute, the American Institute of CPA’s, the FPA, the NYSSCPA and the Estate Planning Council of NYC. Dina has been interviewed by the financial press, contributed articles to Worth magazine, and hosted a series on wealth management on CNN financial news.

Dina has served in leadership positions on several charitable boards and committees including SUNY College of Optometry, Pace University, Cancer Care Inc., Lincoln Center and The North Castle Land Trust. She has just completed serving two terms as an officer on the Board of Governors of Burning Tree Country Club in Greenwich, Connecticut.

Dina received her Bachelor’s Degree in Accounting from Queens College and her Masters in Taxation from Pace University.

At a Glance

  • 2 Atlantic Avenue, Boston, MA 02110

  • Financial Services Experience

    35 years

  • Assets Under Management $7.5 (as of 1/1/2018)
  • Minimum Fee for Service None
  • Professional Services Provided

    Financial-planning, investment-advisory, money-management, institutional-consulting and family office services

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