Lee is a Senior Financial Advisor and Managing Director at Center Street Capital Advisors (a member of the Wells Fargo Advisors Financial Network). He has 35 years of experience helping his clients achieve financial independence.
Lee’s clients consist of individuals, families and businesses. They rely on him to bring unique, tailor made strategies to their situations. Lee has built strong relationships with his clients and has become known for providing trust and sound investment advice. As a result of his dedication, Lee has built long term, multi-generational relationships with his clients.
Lee is married for over 23 year and has a daughter and a son.
He takes a very active role in all aspects of his children’s lives. Lee grew up in NYC and went to college at the State University of New York- New Paltz, graduating with a Bachelor of Sciences in business administration/ finance.
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