In his Business Development role with FGI, Lee seeks out relationships with high net worth investors and institutions, as well as other financial institutions, especially those with a focus on increasing their AUM from high net worth clients. Lee also serves as Senior Vice President of Capital Wealth Advisors, where he manages individual portfolios and provides investment advisory services to clients of the firm
Prior to joining Fundamental Global Investors/Capital Wealth Advisors, Lee was an Investment Advisor for Hayden Harper Advisory from 2012-2015. Lee was also a Registered Representative at Capital City Securities from 2008-2012. Previously, Lee was an Investment Advisor at Regis Asset Management from 2010-2012. Prior to joining Regis Asset Management, Lee was a Registered Representative for Regis Securities Corporation and Warner Group, Inc.
Lee currently resides in Mooresville, NC where he is an active sports enthusiast, often found at Lake Norman Tennis Center or on a soccer field.
UNIVERSITY of NORTHERN IOWA
(Summa Cum Laude)
BS in Geography
UNIVERSITY of GEORGIA
MS in Geography