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Michael Lee Location
Sarasota, FL, US
Michael Lee Work
Founder @ (November 2019 - Present)
Portfolio Manager and Market Strategist @ (September 2018 - November 2019)
Principal, Advisor @ (February 2017 - September 2018)
Managing Partner and Founder @ (July 2014 - February 2017)
Vice President and Middle Markets @ (May 2005 - July 2014)
Investment Associate @ (May 2003 - May 2005)
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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