David B. Lee

David B. Lee

Associate Vice President- Investments

Phone: 978-525-5567
 

David B Lee has 28 years of global investment experience and focuses on serving the asset allocation and equity investment needs of the B.C. Group of Wells Fargo Advisors’ client base.  As an investment manager, David’s diverse background in international investing enables him to apply institutional level money management skills to individual portfolios. Using a tactical investment approach, Mr. Lee seeks to help increase the probabilities that clients meet their financial goals.

Before joining The B.C. Group, David spent the previous 9 years managing the Tri Fin Fund LLC, a long/short equity hedge fund that he founded.  Prior to that, David managed a global equity portfolio for Siemens AG, Munich and a European equity portfolio for the hedge fund Ethos Capital, NY.  David has also managed individual equity portfolios at CSFB and advised institutional investors on emerging markets at Lehman Brothers. David began his career as a European equity and bond salesman at Salomon Brothers International, London and Hypo-Bank, Munich. 

David has an A.B. in Economics and an A.B. in Political Science from the University of California at Berkeley.

David lives with his wife and two children in Wenham, MA. He is an avid traveler and enjoys surfing, biking, and playing the saxophone and the harmonica. David speaks fluent German.

 

CA Insurance Producer License # 893097