Michael J Lee
Sr Investment Officer @Wealthtrust Asset Management Llc
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WORK HISTORY
Sr Investment Officer @Wealthtrust Asset Management Llc
Discover one of the best Institutional Money Managers available today in WealthTrust Asset Management. LLC. DBS Performance Summary located at wealthtrustam.com Our Platform Partners are as follows: 925 Advisory Envestnet Schwab Marketplace TD Ameritrade Fidelity Raymond James, SMArtX Orion Communities Simplicity Finiat We manage investment portfolios on a discretionary basis for the clients of Advisors who are seeking professional portfolio management services. We proudly manage assets for individuals, foundations, hospitals, pension plans and other institutions. With more than 25 years of experience in helping investors and 18 years in private portfolio management, we\'re able to utilize extensive knowledge in constructing portfolios with asset allocations for all levels of risk tolerance.
EDUCATION
University of Georgia - Terry College of Business
Finance
The University of Georgia
Information Systems
ABOUT MICHAEL J LEE
I specialize in creating dynamic investment strategies that deliver outstanding results…
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