William Lee, CFA, CFP® 2017-03-06T11:04:28+00:00

William Lee, CFA, CFP®

Portfolio Manager

wlee@ironwoodic.com

(602) 493-4042

14646 North Kierland Boulevard Suite 135

Scottsdale AZ 85254

 

William began his career in financial services in 2003. Prior to joining Ironwood Investment Counsel, William was an Investment Advisor Representative for Lincoln Financial Advisors where he was responsible for personal financial planning and portfolio management.

William holds a Masters in Security Analysis and Portfolio Management from Creighton University and graduated Cum Laude from Arizona State University’s WP Carey School of Business with a Bachelor of Science in Finance. He was awarded the CERTIFIED FINANCIAL PLANNER® certification in 2009 and the Chartered Financial Analyst designation in 2014. He is a member of CFA Institute.

wlee@ironwoodic.com