Brian Lee, Managing Director

Brian Lee is a senior finance executive with extensive experience in transaction structuring, business development and regulatory compliance. As Managing Director of Risk and Compliance, Mr. Lee is responsible for the day-to-day analysis and management of NY Green Bank’s key business risks (enterprise and investment) including related reporting and compliance across the organization and the investment portfolio. Among other responsibilities, together with the investment team, he evaluates and monitors the inherent risks in the investment portfolio, ensuring alignment with NY Green Bank’s business plan, investment strategy and risk appetite.

Prior to joining NY Green Bank, Mr. Lee held various senior roles at Lloyds Banking Group, North America. As Senior Vice President of Strategy & Performance, he was tasked to improve performance across key customer relationship and product areas. He led a team that proposed and received approval to build a debt capital markets business in North America, and he was instrumental to the planning, establishment and successful development of Lloyds’ new broker-dealer, Lloyds Securities Inc. He later served as its Chief Compliance Officer, leading a team responsible for all aspects of compliance.

Prior to joining Lloyds, Mr. Lee worked at Manresa Partners, a boutique investment advisory firm seeking principal investment opportunities. He also worked at Citigroup, designing and implementing structured transactions for its largest corporate clients. He was instrumental in proposing and developing a portfolio totaling $350 million of equity investments in renewable energy power projects.

Mr. Lee holds a Master of Business Administration degree from The Tuck School of Business at Dartmouth and a Bachelor of Science degree in Chemical Engineering from Princeton University.