Andrew Lee

Andrew Lee

Managing Director, Investments

Biography

Andrew Lee is an experienced Financial Advisor who, in addition to providing traditional advice and guidance, can help clients pursue their objectives by building and managing personalized or defined strategies, which may incorporate individual stocks and bonds, and third-party investment strategies.

With insights gained at financial institutions and other companies worldwide, Andrew and his team have a deep understanding of regulatory environments and the inter-relationships between markets. They use this knowledge to help clients navigate the complexities of wealth management in today’s global economy. Combining their perspectives with the vast resources at Wedbush, The Lee Group takes a disciplined and unbiased approach to serving individuals and families.

At 15 years of age, Andrew moved with his family from Korea to the United States. He grew up in the San Fernando Valley and earned a Bachelor’s degree in Economics from The University of California, Berkeley.

After graduation, Andrew enjoyed an exciting and enlightening career that took him around the world. He spent nine years with American Express Financial Advisors helping individual and institutional clients develop and implement customized financial strategies. Then, Andrew moved to Spain to establish and manage an internet company that offered proprietary solutions and services to large institutional clients in Europe and South America. Following that he worked with Samsung Life and ING to build their wealth management enterprises in Korea and throughout Asia.

Andrew is a member of the Rotary Club of Historic Filipinotown (Los Angeles). He trains with UCLA Masters Swimming Club and is an American Youth Soccer Organization (AYSO) All Star Soccer Coach. He also enjoys surfing and tennis. Andrew lives in Westwood with his wife, Miren, and their son.

SPECIALIZATIONS:

Credentials

  • Holds his Series 7, 63 and 66 licenses
  • BS in Economics from The University of California, Berkeley
  • CA Insurance Lic. #0B03374

Mission Statement