Principal
Joined: 2016
and access,
Mr. Holdstein joined Lee Equity in 2016 and is a Principal of the firm. Prior to joining Lee Equity, Mr. Holdstein was an Associate at Oliver Wyman. Mr. Holdstein serves or has served on the board of directors of Atria Wealth Solutions, Captive Resources, Carisk Partners, K2 Insurance Services and PCS Retirement. Mr. Holdstein received a B.S. with magna cum laude honors from Cornell University, where he studied Finance.