Frank J. Lee, Cfa
About Frank J. Lee, Cfa
Frank J. Lee, CFA, serves as the Managing Director and Head of the Investment Strategy Group at Miracle Mile Advisors, where he has worked since 2020. With over 20 years of experience in the financial industry, he specializes in investment strategy and portfolio management.
Work at Miracle Mile Advisors
Frank J. Lee serves as the Managing Director and Head of the Investment Strategy Group at Miracle Mile Advisors. He has held this position since 2020, contributing to the firm's strategic direction in investment management. Under his leadership, the investment strategy group has played a significant role in the firm's operations, enhancing its reputation in the financial advisory sector. Miracle Mile Advisors is recognized as an award-winning advisory firm, reflecting the effectiveness of its investment strategies.
Previous Experience in Finance
Before joining Miracle Mile Advisors, Frank J. Lee accumulated extensive experience in the financial sector. He worked at Payden & Rygel as a Senior Vice President and Portfolio Manager from 2004 to 2020, where he managed investment portfolios and developed investment strategies. Prior to that, he served as an Assistant Vice President at Prudential Securities for one year in 1998 to 1999. His diverse roles have equipped him with a comprehensive understanding of investment management.
Education and Expertise
Frank J. Lee earned a Bachelor of Science degree in Finance from The Wharton School, completing his studies from 1994 to 1997. His academic background provides a strong foundation for his career in finance. He also holds the Chartered Financial Analyst (CFA) designation, which signifies a high level of expertise in investment management and analysis. This combination of education and credentials underpins his proficiency in developing effective investment strategies.
Background in Investment Strategy
With over 20 years of experience in the financial industry, Frank J. Lee specializes in investment strategy and portfolio management. His career has been marked by a focus on creating and implementing investment strategies that align with clients' financial goals. His leadership in the investment strategy group at Miracle Mile Advisors showcases his commitment to advancing the firm's objectives in the competitive financial landscape.