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
- Saint 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 Brouwer & Janachowski LLC, Capital Group, Financial Planning Association (FPA) and Northern Trust. Rita Lee holds a MS, Finance @ Saint Mary's College of California. Rita Lee has 4 emails and 1 mobile phone numbers on RocketReach.
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