Associate Client Relationship Manager
As an Associate Client Relationship Manager, Lee is responsible for overseeing the client Annual Review process, as well as coordination of the support staff. In addition, he is responsible for maintaining the practice’s Wealth Management platform and the preparation of financial and planning analyses.
Prior to joining the practice, Lee worked for Montagu Newhall Associates doing analysis of various venture capital projects and assisting them in adapting software for on-line databases for their portfolio of companies.
Education and Certifications
Bachelor’s degree in Economics from Cornell University
Series 7 securities registered