Alex is a Senior Tax Manager and a member of the Financial Services Group. He provides tax compliance and planning services to hedge funds, private equity funds, and fund of funds clients. Prior to joining the firm, Alex was Senior Auditor with a national accounting firm and he provided audit, review and compilation services to a variety of clients focusing on not-for-profit and real estate.

Owen’s valuation experience includes private equity and debt investments across a variety of industries, such as Financial Services, Residential & Commercial Real Estate, Structured Products, Industrials, Pharmaceutical/Biotech, and Oil & Gas. In addition, Owen is experienced in the valuation of complex securities (preferred equity, convertible notes, debt & equity derivatives). These valuations were also performed for a variety of purposes, including financial reporting (ASC 820/805/350/718) applications, fund portfolio valuation, GP-led secondary offerings, recapitalizations, buy/sell-side analysis, credit analysis, valuation policy & governance, tax planning, and litigation support.

Originally from New York City, Alexander Lee has dedicated over 20 years to enhancing how organizations operate, focusing on large-scale business optimization. As an auditor and analyst, Alex has developed innovative methods to cut operational costs, achieving reductions of up to 50% in turnaround times and saving thousands of labor hours. By cultivating a culture that emphasizes efficiency, he has successfully saved millions for major corporations. As a Lead Tax Analyst, Alex has gained a holistic perspective on the complexities of the industry. He has learned that the day-to-day operations of a business are merely one aspect of the overall strategy. Often, strategic tax planning is neglected, which can lead individuals and companies to unintentionally lose a significant portion of their hard-earned income. Alex firmly believes in the principle: "Pay your fair share of taxes—but not a penny more." With nearly ten years of experience across the research, healthcare, and finance sectors, Alex has discovered that while innovation and production are essential for generating revenue, effective tax planning is a vital component in creating real wealth. This strategic approach acts as a catalyst for growth, which is why leading companies invest significantly in maintaining operational efficiency and compliance. Contact: alexander.lee@fi-group.com