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About
Wei Lee serves as Director of Portfolio Management & Equity Research at United Asset Strategies, Inc. in New York, where he is responsible for investment research, security selection, and overall portfolio management. He leads the development and management of the firm's Dividend models and options strategies, leveraging his comprehensive background in equity research and portfolio strategy.
He focuses on U.S. equities, options, and dividend-oriented investment strategies, providing tailored portfolio solutions for high-net-worth individuals, institutions, and foundations. His expertise extends to trading and technical analysis, with a crucial role in implementing all-cap and large-cap equity models for the firm's diverse clientele.
Wei began his career as a portfolio associate at another registered investment advisor, supporting client service and portfolio management for high-net-worth clients before joining United Asset Strategies in 2011. He earned his BA in Psychology from Stony Brook University and has passed Level I of the Chartered Financial Analyst designation exam, underscoring his commitment to professional development and research-driven asset management.
Career History
| Organization | Role | Date Range | Details |
|---|---|---|---|
| United Asset Strategies, Inc. | Portfolio Manager | Nov 2011 to Present | We work hard to make your assets grow, even harder to preserve them. We advance active investment management to another level with our disciplined sell and buy strategies, always putting our clients f... |
Education
Stony Brook University
Others at United Asset Strategies, Inc. (3)
| Name | Role | Location |
|---|---|---|
 | Chief Portfolio Strategist | Garden City, NY , United States |
M M Guy Riccardi | Portfolio Manager | Huntington Station, NY , United States |
 | Portfolio Manager | New York, NY , United States |
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