Morgan Lee Email & Phone Number
Market Director @ Vanguard
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Morgan Lee Location
- Portland, OR, US
Morgan Lee Work
- Market Director @ (March 2026 - Present)
- Director of Business Development @ (April 2024 - March 2026)
- Vice President @ (August 2019 - April 2024)
- Consultant @ Responsible Wealth, LLC (March 2018 - August 2019)
- Director - Institutional Distribution @ (July 2017 - March 2018)
- Head of European Distribution @ (July 2016 - June 2017)
- Regional Director - RIA Distribution @ (April 2006 - June 2016)
- Business Development @ (May 2000 - April 2006)
Morgan Lee Education
- California Polytechnic State University-San Luis Obispo
BS (Financial Management)
1994-1997
Morgan Lee Skills
- Asset Allocation
- ETFs
- Alternative Investments
- Investment Strategies
- Wealth Management
- Equities
- Investment Advisory
- Asset Management
- Separately Managed Accounts
- Mutual Funds
- Investment Management
- Securities
Morgan Lee Summary
- Morgan Lee, based in Portland, OR, US, is currently a Market Director at Vanguard. Morgan Lee brings experience from previous roles at Polar Capital (US), Dimensional Fund Advisors, Responsible Wealth, LLC and WisdomTree Asset Management. Morgan Lee holds a 1994 - 1997 BS in Financial Management @ California Polytechnic State University-San Luis Obispo. With a robust skill set that includes Asset Allocation, ETFs, Alternative Investments, Investment Strategies, Wealth Management and more. Morgan Lee has 4 emails and 2 mobile phone numbers on RocketReach.
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