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
Michael Lee
Wealth Advisor, Managing Partner, President & COO
LourdMurray
United States, California, Los Angeles
About Me
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
Helen Chu
Director of Wealth Solutions
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