Lee assists the Windrose Client Service team in providing day-to-day support, portfolio administration, reporting and investment execution to our clients.

Prior to joining Windrose, Lee worked on the Client Service team at Kaplan Financial Services as a Client Service Officer, where he assisted high net worth clients by preparing portfolio allocation and investment return information, cash flow analysis, and assisting with daily operations. Previously, he spent 3 years at Charles Schwab working for Windhaven Investments and Thomas Partners Investments, assisting the Relationship Management team with their legacy client relationships.

Lee graduated with a B.S. in Business Administration from Boston University. In his free time, he enjoys traveling, community service, watching and playing basketball, and spending time with his family.