Morgan Lee Email & Phone Number
Market Director @ Vanguard
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Morgan Lee Location
- Portland, OR, US
Morgan Lee Work
- 2026 -now Market Director @
- 2024 -2026 Director of Business Development @
- 2019 -2024 Vice President @
- 2018 -2019 Consultant @ Responsible Wealth, LLC
- 2017 -2018 Director - Institutional Distribution @
- 2016 -2017 Head of European Distribution @
- 2006 -2016 Regional Director - RIA Distribution @
- 2000 -2006 Business Development @
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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