Lee Nalley is a CPA and CFA charter holder. Lee spent the first five years of his career in public accounting starting with audit services at Ernst & Young followed by M&A advisory services with PwC. After obtaining his CFA charter, Lee transitioned to and spent seven years in investment banking with Suntrust Robinson Humphrey, later known as Truist Securities Inc. From there, Lee helmed the Chief Financial Officer position for a single family office out of Atlanta, GA focused primarily on multifamily real estate development before branching out to launch his own real estate investment company. While continuing to manage real estate investments, Lee has most recently taken on the role of Chief Client Success Officer for Forest Systems, Inc.

About Us:

Forest Systems, Inc is a cloud based software provider of a highly functional yet simple accounting system enabling practitioners to easily handle complex accounting areas like consolidations; tax basis, book basis, and fair market value basis accounting; partnership accounting; and more.