Linda Lee is a control person of Paragon Asset Management and directly owns under 5% of it. Linda Lee holds a B.S. in accounting from the University of California, Los Angeles and an M.B.A. in finance from the University of California, Berkeley.
Paragon Asset Management is an investment adviser based in Orinda, CA, registered with the SEC since 2025. It provides investment management. Its clients include high-net-worth individuals, individual clients, and pension and profit-sharing plans. Its regulatory assets under management total $116 million, as filed on 29 September 2026. Its fees, ownership and offices are on the firm’s profile.
Linda Lee is Executive Vice President and Chief Financial Officer of Paragon Asset Management. Her responsibilities include internal operations and client services. From 1988 until 1991, she was Senior Vice President and Chief Financial Officer for Richard C. Blum & Associates, Inc., a registered investment advisor and investment banking firm in San Francisco.
- CRD
- 305352
- Firm
- Paragon Asset Management · CRD 107863
- Role
- Chief Financial Officer
- In role since
- September 2005 · 21 years
- Control person
- Yes
- Direct ownership
- Under 5%
- Firm headquarters
- Orinda, CA
- Individual registration
- No current adviser record · SEC search
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- paragonam.com
Where does Linda Lee work?
Linda Lee has been Chief Financial Officer of Paragon Asset Management Inc. since September 2005, and is a control person of the firm.
How can I verify Linda Lee’s record?
Linda Lee’s role is listed on Paragon Asset Management Inc.’s Form ADV, which the SEC’s adviser search (adviserinfo.sec.gov) publishes under the firm’s CRD 107863.