CoverProfile

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

View more

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

More profiles to browse

PN
Palmer Neville Murray
Chairman
Profile Photo
Helen Chu
Director of Wealth Solutions
Profile Photo
Josh Harlan
Co-Chief Investment Officer
CB
Charlotte Berry
Senior Wealth Manager

You Might Like

DZ
Donna Zanetti
Manager of Client Services
Pennsylvania Capital Management
RM
Robert Miller
Chief Compliance Officer
Oakmont Corporation
BD
Bruce Davidson
Chief Compliance Officer & Operations Specialist
Claremont Financial Group Inc
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management