James Lee is the founder of Strategic Foresight Investments LLC (StratFI). He is a Delaware-based investment advisor distinguished by his expertise in emerging technologies and social trends. Jim has a long and successful track record in investment management and research. Prior to founding StratFI, he led the investment committee and managed more than $700 million at Lau Associates (now a part of Bryn Mawr Trust). He is an active member of the Association of Professional Futurists (APF) and holds multiple well-respected professional certifications: Certified Financial Planner (CFP®)Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT). Jim has been quoted in publications such as The Wall Street Journal, Financial Planning, and Medical Economics. As an academically-trained futurist, he has written for the Journal of Futures Studies, Technological Forecasting and Social Change, and The Futurist. Jim is the author of the book Resilience and the Future of Everyday Life, published in 2012. He is a member of the advisory board for the Lifeboat Foundation.
Paladin Registry is an independent, educational resource designed to help investors who rely on financial advisors and financial planners to help them accumulate and preserve assets for retirement. Since 2003 Paladin Registry has been providing retirement planning resources as well as information to assist finding a financial advisor or finding a financial planner. Paladin Registry has been featured in Kiplinger, Business Week, Forbes, The Washington Post, Yahoo Finance and has been seen in numerous other leading financial news and information websites.