Johann Lee serves as the Director of Research at AlphaCore Capital. He is responsible for overseeing the investment decision process, building model portfolios, and managing the firm’s research efforts. He also manages the firm’s investment committee and authors quarterly commentaries and research memos. His coverage includes hedge funds, liquid alternatives, and traditional strategies. Previously, Mr. Lee worked at Wilshire Associates, an institutional consulting firm, as a research associate responsible for evaluating alternative investment strategies. Prior, he began his career at Cambridge Associates as an Investment Associate aiding their research team in a variety of due dilige

Johann Lee
Director of Research
AlphaCore Wealth Advisory
United States, California, San Diego County
About Me
Profile Information
Director of Research
AlphaCore Wealth Advisory
Operations Team
Investor
RIA/Wealth Manager/Asset Manager
San Diego County
California
United States
Jan 15, 2025
Work Experience
AlphaCore Capital LLC
Director of Research Feb 2020 - Present
Email: jlee@alphacorecap.com
Wilshire Associates
Associate Jan 2017 - May 2017
Cambridge Associates
Investment Associate Jan 2014 - Dec 2014
Kempler & Co., Inc.
Operations Associate Oct 2011 - Aug 2012
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