Nadine Gordon Lee, CPA/PFS, CFP®
President, Colony Family Office, Managing Director, Metro NY Offices
Focus Areas
Stock Options and Equity Compensation
Pre- and Post-Liquidity Planning
Multi-Generational Planning
Estate Planning
Philanthropic Planning
Media Spokesperson
Author
Client Specialty
Executives
Business Owners
Family Enterprise
Women in Transition
Recognitions
Crain’s New York’s “40 under 40”, past recipient
Forbes Best-in-State Wealth Advisors 2024
Top Women Wealth Advisors Best-in-State by Forbes 2024
Community
Prior positions – Vice President & Director, New York State Society of CPAs; President, Estate Planning Council of New York City; Co-Founder, North Castle Land Trust
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 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.
Dina is a co-author of the book, Personal Financial Planning for Executives and Entrepreneurs: The Path to Financial Peace of Mind. 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 boards and committees including SUNY College of Optometry, Pace University, Cancer Care Inc., Lincoln Center, The North Castle Land Trust and 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.
Forbes Best-In-State Wealth Advisors criteria (2018, 2020, 2021, 2022, 2023, 2024): Based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data, including years of experience, revenue trends, AUM, compliance records, client retention, best practices, and approach to working with clients. Colony paid no compensation to Forbes’ to participate or for inclusion in its list.