Prism Wealth Management

David M. T. Brown serves as Founder and CEO. Jennifer L. Lee is President and Chief Investment Officer, overseeing portfolio construction and direct deals. Both have backgrounds in private wealth and investment banking at Goldman Sachs (per the firm's official communications).

Prism prioritizes private credit, real estate, infrastructure, and private equity. It also commits capital to hedge funds for tactical exposure. The firm does not invest in public equities or venture capital (per the firm's website).

Prism is structured as a multi-family office serving a select group of ultra-high-net-worth families. It does not accept retail clients. The firm maintains a closed, invitation-only client base to preserve personalized service (per public record).

The firm does not publicly disclose AUM. Industry estimates suggest assets under $1 billion. Team size is not published, but leadership is centered on Brown and Lee (Altss estimate).

Prism relies on a network built from Brown's and Lee's prior careers in private banking. The firm sources direct co-investments through relationships with mid-market private credit managers and real estate sponsors (per public record).

The firm has not publicly disclosed any philanthropic foundation or operating company. Its activities remain confined to investment management for client families (per public record).

Priss participates in co-investments alongside external GPs, particularly in private credit and real estate. These deals are structured as separate accounts to maintain direct control and avoid fund-level fees (per the firm's official communications).