Lee joined Homrich Berg in December 2019. Prior to HB, he was the chief portfolio operations contact and lead trader for Cedar Rowe Partners. Lee works with clients and their advisors to implement portfolio decisions through trading and cash management. One of his primary functions is to monitor portfolios daily for account activity and changes in market values to ensure that the desired portfolio allocation targets are maintained. He also assists clients with money movements, custodial account paperwork such as account applications, account transfers, and Required Minimum Distributions.
Lee has been in the securities industry for over 20 years. He started his career with Robinson-Humphrey in Atlanta where he acquired his Series 7 and Series 63 licenses. From there, Lee worked briefly for Dunwoody Brokerage Services.
A graduate of the University of Georgia, Lee is an avid Bulldogs fan. He and his wife, Meg, also enjoy travel, amusement parks, movies, and spending time with each other. They live in Lawrenceville with their seemingly ever-growing number of rescued cats.