You're signed outSign in or to get full access.
About
Randall Lee is an Investment Analyst at Ashton Thomas Private Wealth, LLC, based in Mesa, AZ. He joined the firm in September 2024, contributing to the team’s investment research, portfolio analysis, and client wealth planning initiatives. In this role, Lee supports the development of tailored investment strategies and provides actionable insights to help clients achieve their financial goals.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Ashton Thomas Private Wealth | Investment Analyst | Sep 2024 to Present | — |
| Morgan Stanley | Financial Advisor | Jun 2023 to Sep 2024 | — |
| Morgan Stanley | Associate | Mar 2023 to Jun 2023 | Morgan Stanley Finra Licensing and Financial Advisor training program |
| Mercer Advisors | Wealth Management Intern | Jul 2022 to Aug 2022 | — |
Education
Arizona State University
Bachelor of Applied Science - BASc, Finance, General
2020 — 2022
Others at Ashton Thomas Private Wealth, LLC (5)
| Name | Role | Location |
|---|---|---|
 | Investment Portfolio Analyst | San Francisco, CA , United States |
 | Senior Investment Portfolio Analyst | Boston, MA , United States |
 | Senior Investment Portfolio Analyst | Boston, MA , United States |
 | Senior Trader | Tempe, AZ , United States |
 | Investment Analyst | Tempe, AZ , United States |
Similar Fund Managers
| Name | Role | Fund | Location |
|---|---|---|---|
M Michael Cheung | Portfolio Manager and Head of Quantitative Research | Redwood Investment Management, LLC | Los Angeles, CA , United States |
 | Managing Partner, Portfolio Manager | Redwood Investment Management, LLC | Scottsdale, AZ , United States |
 | Portfolio Manager | Trajan Wealth LLC | Phoenix, AZ , United States |
D David Busch | Co-Chief Investment Officer | Trajan Wealth LLC | Scottsdale, AZ , United States |
