
Principal at kasina
Greater New York City Area

Principal at kasina
Greater New York City Area
kasina has a singular mission: to innovate distribution in the financial services industry.
kasina works with the front offices of the world’s leading financial services firms on a variety of projects. All share a focus on three simple principles of creating intelligent relationships:
1) Identify the right clients
2) Construct the right message
3) Deliver the message at the right time
Sales, Marketing, Distribution, e-Business
(Philanthropy industry)
December 2003 — Present (5 years 8 months)
The kasina Youth Foundation is a 501 (c)(3) tax-exempt non-profit organization dedicated to innovating and improving the education of our children.
(Partnership; 11-50 employees; Management Consulting industry)
September 1999 — Present (9 years 11 months)
Lee is involved in overall strategic planning in addition to numerous other aspects of the business, including:
- Consulting: Lee works with senior executives to innovate distribution in the financial services industry. He has worked with companies seeking to develop effective strategies for interacting with their shareholders, intermediaries, and other audiences. Lee has led projects ranging from comprehensive reviews of a client's distribution initiatives to tactical support for an executive's board presentation.
- Relationship Management: Lee is responsible for supporting a number of kasina's clients, including American Century Investments, JPMorgan Asset Management, Morgan Stanley Investment Management, and Russell.
- Research: Lee oversees kasina's research efforts, guiding the firm's research schedule and overseeing all deliverables. Lee is also involved in writing many of kasina's reports.
Finance and Information Systems 1996 — 2000
1984 — 1996
NICSA, Libertarian Party