Lee joined Swerdlin & Company 1998 as an entry level Benefits Assistant. Over the years he has become heavily involved in new business development and client relations. Lee works closely with the daily recordkeeping and ESOP administration teams. He was promoted to President and COO in January of 2012.
Lee is a current Board Member of the Pension Education Council of Atlanta. He is a member of the Southern Employee Benefits Conference and the National ESOP Association and is a Past President of the Atlanta Chapter of the American Society of Pension Professionals and Actuaries (ASPPA).