Lee began his career in financial management as a director of institutional equity sales at a large brokerage firm. He went on to managing director positions at other large New York financial services firms where he was responsible for US Institutional Equity Sales, ultimately serving as a senior managing director.
Since moving to Cape Cod, Lee served as a financial advisor at a global wealth management firm in Hyannis. He earned his Bachelor’s of Science from Bucknell University and his MBA from The Wharton School of the University of Pennsylvania.
Lee and his wife reside in Chatham.
|• NOT A DEPOSIT • NOT FDIC-INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT GUARANTEED BY THE BANK • MAY GO DOWN IN VALUE •|