Michael Lee
AeroLeads people directory · profile

Michael Lee Email & Phone Number

Founder at Michael Lee Strategy - Investments & Wealth Planning - Frequent Media Commentator at Michael Lee Strategy
Location: Sarasota, Florida, United States 6 work roles 2 schools
1 work email found @michaelleestrategy.com 1 phone found area 203 LinkedIn matched
✓ Verified Jul 2026 4 data sources Profile completeness 86%

Contact Signals · 1 work email · 1 phone

Work email m****@michaelleestrategy.com
Direct phone (203) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Michael Lee Strategy
Role
Founder at Michael Lee Strategy - Investments & Wealth Planning - Frequent Media Commentator
Location
Sarasota, Florida, United States

Who is Michael Lee? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Michael Lee is listed as Founder at Michael Lee Strategy - Investments & Wealth Planning - Frequent Media Commentator at Michael Lee Strategy, based in Sarasota, Florida, United States. AeroLeads shows a work email signal at michaelleestrategy.com, phone signal with area code 203, and a matched LinkedIn profile for Michael Lee.

Michael Lee previously worked as Founder at Michael Lee Strategy and Portfolio Manager & Market Strategist at Altium Wealth. Michael Lee holds Bs, Major In Finance, Minors In Accounting & Economics from Fairfield University.

Company email context

Email format at Michael Lee Strategy

This section adds company-level context without repeating Michael Lee's masked contact details.

*@michaelleestrategy.com
68% confidence

AeroLeads found 1 current-domain work email signal for Michael Lee. Compare company email patterns before reaching out.

View email format View company profile Management contacts
Profile bio

About Michael Lee

Over 25 years of financial services experience, currently as a Founder of Michael Lee Strategy, a Wealth & Investment Management firm. Frequent guest on Fox Business and many other financial and political media outlets.

Current workplace

Michael Lee's current company

Company context helps verify the profile and gives searchers a useful next step.

Michael Lee Strategy
Michael Lee Strategy
Founder at Michael Lee Strategy - Investments & Wealth Planning - Frequent Media Commentator
AeroLeads page
Company profile
View company profile Email format
6 roles

Michael Lee work experience

A career timeline built from the work history available for this profile.

Founder

Current
Michael Lee Strategy

New York, Ny, Us

Michael Lee Strategy provides Wealth Planning and Investment Management. Our focus is to offer comfort and clarity to pre-retirees and retirees by delivering customized investment solutions derived from holistic financial planning. A former Vice President in the Institutional Middle Markets group at Morgan Stanley, Michael is highly sought after voice in the industry. Michael appears regularly on Fox Business, Fox News, Yahoo Finance, Newsmax TV, Cheddar News, i24 News, and The TD Ameritrade Network; he has also appeared on CNBC and has been quoted in Bloomberg News and US News & World Report.What will set your experience with Michael Lee Strategy apart from the competition?In an industry wrought with noise and needless complexity, Michael is distinctly skilled at simplifying and communicating complex concepts to novices and experts alike, helping clients fully understand what’s required to achieve their unique financial goals.

Nov 2019 - Present

Portfolio Manager & Market Strategist

Altium Wealth

Purchase, Ny, Us

Sep 2018 - Nov 2019

Managing Partner & Founder

Tiger Wealth Management

Darien, Ct, Us

Tiger Wealth Management (TWM) was a comprehensive wealth management firm that provided asset management and financial planning services for wealthy families, high net worth individuals, and family offices. TWM offered transparent, conflict-free advice as independent practitioners that offered no propriety products and are held to the fiduciary standard mandating us to place our clients interests above all else.

Jul 2014 - Feb 2017

Vice President/Middle Markets

Morgan Stanley

New York, Ny, Us

May 2005 - Jul 2014

Investment Associate

Merrill Lynch

New York, Ny, Us

Worked on top producing team managing assets for high net worth individuals.

May 2003 - May 2005
2 education records

Michael Lee education

Bs, Major In Finance, Minors In Accounting & Economics

Fairfield University

Education record

Ridgefield High School
FAQ

Frequently asked questions about Michael Lee

Quick answers generated from the profile data available on this page.

What company does Michael Lee work for?

Michael Lee works for Michael Lee Strategy.

What is Michael Lee's role at Michael Lee Strategy?

Michael Lee is listed as Founder at Michael Lee Strategy - Investments & Wealth Planning - Frequent Media Commentator at Michael Lee Strategy.

What is Michael Lee's email address?

AeroLeads has found 1 work email signal at @michaelleestrategy.com for Michael Lee at Michael Lee Strategy.

What is Michael Lee's phone number?

AeroLeads has found 1 phone signal(s) with area code 203 for Michael Lee at Michael Lee Strategy.

Where is Michael Lee based?

Michael Lee is based in Sarasota, Florida, United States while working with Michael Lee Strategy.

What companies has Michael Lee worked for?

Michael Lee has worked for Michael Lee Strategy, Altium Wealth, Investmark Advisory Group, Tiger Wealth Management, and Morgan Stanley.

How can I contact Michael Lee?

You can use AeroLeads to view verified contact signals for Michael Lee at Michael Lee Strategy, including work email, phone, and LinkedIn data when available.

What schools did Michael Lee attend?

Michael Lee holds Bs, Major In Finance, Minors In Accounting & Economics from Fairfield University.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.