William Lee, Cfa, Cfp® Email & Phone Number

As a Portfolio Manager with Clarkston Capital Private Client, I specialize in developing customized investment strategies to address the complex financial situations of my clients and their families. Prior to joining the firm, I was an Investment Advisor Representative for Lincoln Financial Advisors, where I was responsible for personal financial planning and portfolio management. In 2015, 2016, 2017 & 2018, I received the “Five Star Wealth Manager” award, was featured in the Wall Street Journal & Forbes, and named a “Top Financial Planner” by the Consumer Research Council of America in 2014. I was awarded the CERTIFIED FINANCIAL PLANNER® certification in 2009 and the Chartered Financial Analyst designation in 2014. In addition, I am active in many financial associations and programs, including membership in the CFA Institute, and a local board member for the Phoenix CFA Society. I graduated cum laude from Arizona State University’s WP Carey School of Business with a bachelor’s degree in finance, and earned a master’s degree in security analysis and portfolio management from Creighton University. I am actively involved in Special Olympics Arizona and sit on its fundraising and development committee. I am a rare 4th generation Arizonan. In my free time I enjoy being outdoors and any time I can spend on one of the Arizona lakes.If you would like to learn more about how I can help you or your family, please contact me directly at 602-363-7685 or wdl@clarkstonpc.com