William Lee

William D. Lee is a Portfolio Manager at Clarkston Capital Partners, LLC, based in Scottsdale, AZ. Drawing on over two decades of investment management experience, he oversees client portfolios and is responsible for security selection, portfolio construction, and ongoing risk management.

He specializes in public equities, focusing on high-quality businesses with durable competitive advantages, often within the consumer staples, healthcare, and industrials sectors. William’s investment approach emphasizes long-term value creation and capital preservation, tailored to clients' unique needs and objectives.

William holds both the CFA (Chartered Financial Analyst) and CFP® (Certified Financial Planner) designations, reflecting his expertise in portfolio management, financial planning, and tax efficiency strategies. He is recognized for his client-centric investment solutions and for integrating comprehensive wealth planning into portfolio decisions, serving a range of institutional and high-net-worth clients.