Talking money is scary.But, InvestEd's here to help.
Patrick Volk has spent his 25 years in the investment and financial planning fields working with Major Investment firms and as a Registered Investment Advisor. He fulfilled various roles within the industry, from managing portfolios for high net worth individuals to executive counseling. He also spent a significant amount of time as a seminar presenter. He has presented hundreds of seminars for multiple fortune 500 companies as well as for the Federal Reserve Board and Federal Reserve Banks.
Patrick graduated from Siena College in Loudonville NY with a BA in Economics. He resides in Ashburn VA with his wife and five children. Patrick is avid moviegoer and enjoys history, reading and spending time with his family.
Vice President and CFO
Steve holds a MS in Finance from the University of Baltimore, and has worked in the investment industry for close to 20 years. He's fluent in English and Mandarin, and conversant in several Chinese dialects. He's worked in Taiwan and the United States, and is an expert in global financial markets. He has been awarded the RFC certification from the International Association of Registered Financial Consultants organization. Steve believes in the importance of a healthy lifestyle, and when he's not crunching numbers, can be found lifting weights and pedaling a bike across Maryland.
Allison has a BS in Communications and Public Relations from Boston University, and an MBA from Loyola University Maryland. She's worked in various B2C industries including publishing, beauty, and real estate. Allison lives in the Canton neighborhood of Baltimore City where she can be found dining al fresco or heading to a yoga class.
Founder and CEO
Dr. Tai Lee holds the Series 65 Investment Advisor License, and has served as a corporate executive for a large South Korean conglomerate, as well as an associate professor in the United States. He holds a law degree from Seoul National University, a Ph.D. in Economics from Indiana University, and has completed graduate level studies in International Relations and Business Economics at the University of Pennsylvania and Indiana University. As a first generation Korean-American, Dr. Lee is passionate about advising and educating minority small business owners on how to manage their wealth.
Genti has over 10 years experience as an Investment Strategist and Financial Analyst. He is a CERTIFIED FINANCIAL PLANNER™ Professional, holds the Series 65 Investment Advisor license and is a member of the CAIA Association. Genti has an MBA in Finance from the University of Baltimore and speaks fluent Albanian and is conversant in Spanish and Italian. He has a passion for exploring different cultures, traditions, and customs, and has set foot on 20 countries, and plans to double that in the next 10 years.
Joy Weems has a B.A in Marketing from the College of Notre Dame of Maryland. She has worked in supportive roles within the IT, journalism, sales and non-profit sectors. When she is not working, she enjoys volunteering, staying healthy & active through sports and gym sessions, tending to her natural hair goals and finding new things to do in the city.
Kenny has 10 years of marketing experience, most recently at Apple, Inc. His work spans digital, video, photo, and print, and includes strategic planning, creative direction, and content production. He's worked around the world on iPhone and iPad marketing projects. His previous experience includes work as a mechanical engineer, an IT consultant, and an indie filmmaker. He holds a B.S. from Cornell University, and an MBA from MIT-Sloan. Having grown up in Maryland (but living in California), he still dreams of bushels of blue crabs and weekends on the shore.
With over 15 years of experience and a background in classic graphic design, Kurt's work spans from branding and editorial design to art direction and styling. Equal parts eccentric and creative, he channels his relentless passion into realizing InvestEd’s vision and mission. His strategic insight and creative flair—coupled with an honest and meticulous personality—drive Kurt’s goal to reclaim brand authenticity. In his spare time he can be found on the beaches of Long Island where he lives with his wife and two young sons.
Michael graduated from the University of Pennsylvania with a B.S. in Electrical Engineering in 1994. After years working with independent musicians and M&A attorneys, he found his passion is helping to create and build innovative businesses.
Tiffany has a B.S in Business Administration, Accounting from Rowan University. She has worked in the accounting industry, focusing on business formation and taxation for the last 13 years. Tiffany is originally from Southern New Jersey and resides in Harford County with her husband. In her free time, she enjoys reading and traveling.
The InvestEd relationship with BettermentInvestEd has an exclusive partnership with Betterment that combines sound financial advice with flexible custodial services. Betterment is one of the world’s leading online financial management websites, with more than $2.3B in assets and more than 95,000 customers. They provide a secure, trusted site to manage your money, plus mobile apps for iOS and Android.
The NumbersFor InvestEd and Betterment services, there is a .95% annual fee. Once your Betterment account is active and funded, no action is required on your end–your fees will automatically be deducted every year. In addition, when you use betterment.com, your money is invested in a fully diversified index-fund portfolio, which carries 12 exchange-traded funds. These ETFs are some of the lowest cost funds in the industry, with an annual fee between .09% and .17% each, depending on your allocation.
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