Marcus Lee Email & Phone Number

I started my career in Marine Insurance, rising to become a Claims Manager specializing in risk management. After spending close to seven years protecting the interests of large shipping and freight forwarding companies, I finally made the jump to Financial Advisory to enjoy a more personal connection with my clients. I believe it is vital in this day and age to be attuned to your personal finances. Leveraging my management experience, I regularly conduct educational and training seminars on a wide range of personal finance topics, like wealth protection tips and long-term investment strategies. My academic background in Economics & Finance dovetails perfectly with my wealth of experience in risk analysis and mitigation. Thus I can take a holistic view when it comes to managing my clients' portfolios, ensuring that their financial plans strike the perfect balance between wealth enhancement and protection efforts.

Listed skills include Portfolio Management, Investments, Risk Management, Insurance, and 3 others.