Yoon S. Lee
Yoon Lee joined Blue Rose in July 2018. Mr. Lee provides expertise in bond structuring and deal execution, higher education and non-profit credit analysis, and investor, bank and credit rating agency relationships. Mr. Lee has over 18 years of public finance experience, completing over $10 billion of higher education financings as an investment banker and issuer. He offers experience with a variety of public and private universities and non-profit institutions around the country, including liberal arts colleges, regional public universities, academic medical centers, specialty institutions, museums, flagship public universities, and comprehensive private universities. Mr. Lee has worked on numerous new money and refunding issues, public offerings and direct bank purchases, rating agency presentations, P3 transactions and fixed and variable rate financings, including commercial paper.
Prior to joining Blue Rose, Mr. Lee served in numerous roles, including as a higher education portfolio manager and investment banker with Wells Fargo, as chief financial officer of a non-profit district energy company, as the senior finance officer for the University of California system, and as a higher education investment banker with J.P. Morgan.
Mr. Lee earned a bachelor’s degree from Yale University and a master’s degree from the University of California Berkeley. Mr. Lee passed the MSRB exams to become a Series 50 qualified municipal advisor representative and a Series 54 qualified municipal advisor principal.