David Lee Email & Phone Number

Beverly

David has 32 years of global investment experience and focuses on serving the asset allocation and equity investment needs of the B.C. Group of Wells Fargo Advisors’ client base. As a portfolio manager, David’s diverse background in international investing enables him to apply institutional level money management skills to individual portfolios. Using a tactical investment approach, Mr. Lee seeks to increase the probabilities that clients meet their financial goals.Wells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC

Manchester, Ma

Boston, Ma

Managed long short equity hedge fund

Boston, Ma

Equity sales to high net worth clients

Greater New York City Area

Institutional equity sales specializing in engergy markets.

Greater New York City Area

A European equity analyst for a hedge fund.

Munich

Managed global equity portfolio for Siemens pension fund and corporate treasury