Michael Lee Email & Phone Number
Sr. Investment Officer @ WealthTrust Asset Management LLC
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Michael Lee Location
- Jacksonville, FL, US
Michael Lee Work
- Sr. Investment Officer @ (January 2023 - Present)
- Developer @ (May 2020 - Present)
- Developer and Founder @ (April 2026 - Present)
- Author @ Michael J Lee IP (February 1995 - Present)
- Founding Partner @ (June 2010 - November 2022)
- Board Member and Career Chair @ (October 2014 - April 2018)
- Sr Analyst and Sr Investment Committee Member @ Wildermuth Advisory (November 2015 - March 2018)
- Chief Investment Officer @ Wise Path LLC (December 2014 - November 2015)
- Vice President, Investments @ (January 2006 - January 2008)
Michael Lee Education
- The University of Georgia
Information Systems
- University of Georgia - Terry College of Business
Finance
Michael Lee Skills
- Equities
- Asset Management
- Investments
- Alternative Investments
- Derivatives
- Commodity Markets
- Options Strategies
- Options
- Economic Research
- Trading
- Commodity Risk Management
- Managed Futures
- Investment Strategies
- Foreign Exchange
- Asset Allocation
- Financial Analysis
- Bloomberg
- Investment Management
- Financial Modeling
- Portfolio Management
- Analytical Skills
- Artificial Intelligence (AI)
- Asset Allocation Strategies
- Blockchain
- Board of Directors
- Business Analysis
- Business Strategy
- Copywriting
- Data Science
- Decentralization
- Decentralized Applications (DApps)
- Distributed Ledger Technology (DLT)
- Due Diligence
- Finance
- Financial Advisory
- Financial Markets
- Financial Planning
- Leadership
- Marketing
- Marketing Strategy
- Mergers & Acquisitions (M&A)
- Mobile Application Design
- Multi-generational wealth transfer
- Private Equity
- Product Development
- Python (Programming Language)
- Sales
- Strategy
- Wealth Management
- Writing
- estate planning
Michael Lee Summary
- Michael Lee, based in Jacksonville, FL, US, is currently a Sr. Investment Officer at WealthTrust Asset Management LLC. Michael Lee brings experience from previous roles at EQS.AI, Bounti, Michael J Lee IP and LongStreet Capital. Michael Lee holds a Information Systems @ The University of Georgia. With a robust skill set that includes Equities, Asset Management, Investments, Alternative Investments, Derivatives and more. Michael Lee has 2 emails and 2 mobile phone numbers on RocketReach.
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Top WealthTrust Asset Management LLC Employees
John McHugh
President - Chief Investment Officer
Destin, FL, US
Michael Lee
Sr. Investment Officer
Jacksonville, FL, US
Shawn McHugh
Chief Compliance Officer
Chesterfield, MO, US
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