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Michael Lee

Wealth Advisor, Managing Partner, President & COO

LourdMurray

United States, California, Los Angeles

About Me

Mike joined LourdMurray in 2009 after a decade in business consulting followed by a focus in financial services with Dimensional Fund Advisors (DFA). During his time as senior consultant and principal with Price Waterhouse (PwC) and Sierra Systems Group, he had the benefit of advising private and public institutions, as well as startups, in executing new strategies and implementing business building solutions. At DFA, he grew to understand and appreciate the academia-driven, scientific approach to investing. By leading projects on behalf of the various departments, including Operations, Technology, Marketing, Sales, HR and Compliance, he developed a broad and deep understanding of the bus

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Profile Information

Wealth Advisor, Managing Partner, President & COO

LourdMurray

Investment Team,Operations Team

Investor

RIA/Wealth Manager/Asset Manager

Los Angeles

California

United States

Jan 12, 2025

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