Wei Lee

Portfolio Manager at United Asset Strategies, Inc - , New York, United States

Wei Lee's Colleagues at United Asset Strategies, Inc
Andy Selfors

Junior Portfolio Manager

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Robin Bischoff

Director, Client Experience

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Mira Finston

Managing Director, Client Affairs and Senior Underwriter

Contact Mira Finston

Erin Gibbons

Chief Operations Officer

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Leigh Zirofsky

Insurance Department Associate

Contact Leigh Zirofsky

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Wei Lee's Contact Details
HQ
Location
New York,New York,United States
Company
United Asset Strategies, Inc
Wei Lee's Company Details
United Asset Strategies, Inc logo, United Asset Strategies, Inc contact details

United Asset Strategies, Inc

, New York, United States • 11 - 50 Employees
Investment Management

At United Asset Strategies, our mission is to be a steward to our clients and to each other, ever mindful of our clients'​ unique financial goals and risk tolerances. We develop, implement and monitor sophisticated money management strategies, retirement, and estate planning in order to allow our clients to focus on what matters most to them and their families. United Asset Strategies believes that the single most important investment principle is diversification. We are committed to exceptional customer service and prudent, disciplined daily money management.

Details about United Asset Strategies, Inc
Frequently Asked Questions about Wei Lee
Wei Lee currently works for United Asset Strategies, Inc..
Wei Lee's role at United Asset Strategies, Inc. is Portfolio Manager.
Wei Lee's email address is ***@unitedasset.com. To view Wei Lee's full email address, please signup to ConnectPlex.
Wei Lee works in the Financial Services industry.
Wei Lee's colleagues at United Asset Strategies, Inc are Andy Selfors, Marty Steffensmeier, Robin Bischoff, Mira Finston, Linda Scimeca, Erin Gibbons, Leigh Zirofsky and others.
Wei Lee's phone number is
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