Profile
Mr. Wei Lee is an Equities & Options Strategist at United Asset Strategies, Inc. His responsibilities at the firm include investment research, security selection, and portfolio management.
He started his career in financial services as a Portfolio Associate for a registered investment advisor, where his duties included client service, investment research, and portfolio management for the firm's high net worth clients.
Mr. Lee earned his BA in Psychology from Stony Brook University in 2005.
Wei Lee active positions
| Companies | Position | Start |
|---|---|---|
United Asset Strategies, Inc.
 United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Analyst-Equity | - |
Training of Wei Lee
| Stony Brook University | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
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Female
Members of the board
Executives
Linked companies
| Private companies | 1 |
|---|---|
United Asset Strategies, Inc.
United Asset Strategies, Inc. Investment ManagersFinance United Asset Strategies, Inc. (UAS) is an independent, SEC-registered investment advisor headquartered in Garden City, New York. The firm was founded by Lee DeLorenzo in 1992. UAS offers a broad range of money management and planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, partnerships and other business entities. | Finance |
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