Lee brings more than forty years of investment and banking experience. He serves as co-portfolio manager - portfolio FOCUS program for the team.
Early in his career Lee was a credit analyst and commercial loan officer. He began his investment career over thirty years ago. After serving as an account executive he managed an equity income fund as well as US Government and North Carolina Municipal bond funds. He continues to specialize in fixed income and in equity strategies
focused on large and mid-cap dividend paying stocks.
Lee is a Chartered Financial Analyst. As a CFA he is a member of the CFA Institute
and of The CFA Society North Carolina. He
graded the CFA Exam for five years.
He serves as treasurer and board member of the United
Methodist Retirement Homes and as chair of the UMRH Foundation. In addition he is a member of The Board of Trustees of the North Carolina Conference of The United Methodist Church.
He is a graduate of Washington and Lee University and of The National
Commercial Lending School at The University of Oklahoma.