Director, Portfolio Management & Equity Research
Wei Lee earned his BA in Psychology from Stony Brook University in 2005. He started his career in financial services as a portfolio associate for a registered investment advisor, where his duties included client service, investment research, and portfolio management for the firm's high net worth clients. He worked with lead equity strategists to develop and implement All Cap and Large Cap equity models for the firm’s clients. His responsibilities at United Asset Strategies include investment research, security selection, and portfolio management. Leveraging his equity experience, he developed and manages the firm’s Dividend models as well as options strategies. Wei passed Level I of the Chartered Financial Analyst designation exam.