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Johann Lee

Director of Research

AlphaCore Wealth Advisory

United States, California, San Diego County

About Me

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

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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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