Rita Lee Email & Phone Number
Partner at Cerity Partners (previously Brouwer and Janachowski) @ Cerity Partners
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Rita Lee Location
- Mill Valley, CA, US
Rita Lee Work
- 2000 -now Partner at Cerity Partners (previously Brouwer and Janachowski) @
- 2000 -2021 Partner, Director of Research, Wealth Advisor (Brouwer and Janachowski) @
- 2020 -now RIA Advisory Board Member @
- 2016 -now Programs Committee Chair @
- 1996 -2000 Trust Officer @
Rita Lee Education
- St. Mary's College of California
MS (Finance)
- University of Wisconsin-Milwaukee
Bachelor of Business Administration (Finance & Accounting)
Rita Lee Summary
- Rita Lee, based in Mill Valley, CA, US, is currently a Partner at Cerity Partners (previously Brouwer and Janachowski) at Cerity Partners. Rita Lee brings experience from previous roles at Cerity Partners, Capital Group, Financial Planning Association (FPA) and Northern Trust. Rita Lee holds a MS in Finance @ St. Mary's College of California. Rita Lee has 4 emails on RocketReach.
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