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Michael Lee Location
Sarasota, FL, US
Michael Lee Work
2019 -now Founder @
2018 -2019 Portfolio Manager and Market Strategist @
2017 -2018 Principal, Advisor @
2014 -2017 Managing Partner and Founder @
2005 -2014 Vice President and Middle Markets @
2003 -2005 Investment Associate @
Michael Lee Education
Fairfield University
BS (Major in Finance, Minors in Accounting & Economics)
1999-2003
Ridgefield High School 1995-1999
Michael Lee Summary
Michael Lee, based in Sarasota, FL, US, is currently a Founder at Michael Lee Strategy. Michael Lee brings experience from previous roles at Altium Wealth, Investmark Advisory Group, Tiger Wealth Management and Morgan Stanley. Michael Lee holds a 1999 - 2003 BS in Major in Finance, Minors in Accounting & Economics @ Fairfield University. Michael Lee has 2 emails and 5 mobile phone numbers on RocketReach.
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