Lee Harcourt

LEADS

Oversight of financial reporting for the real estate portfolio as well as for White Oak Partners to its investors, lenders, and board. Lee coordinates review of performance and reporting with third-party property managers and is also responsible for Financial Planning and Analysis, Treasury, Tax, property-casualty insurance programs and oversight of property cash management.

FORMER

Accounting Director at Rockbridge Capital, a private equity real estate firm, responsible for investor and lender financial reporting on various funds and joint ventures. Prior to this, Lee was an Audit Manager with Schneider Downs & Co., Inc., a regional public accounting firm, providing audit and advisory services to both privately held and publicly traded companies.

EDUCATION

MS in Accounting from the University of Tampa; BBA from Ohio University. Lee is a Certified Public Accountant (CPA) (inactive).