Richard R. Lee, Jr.
Richard R. Lee, Jr., a Chartered Financial Analyst and a Certified Financial Planner, is the President and Chief Executive Officer of Lee Financial Corporation, a registered investment advisory firm. He received a BBA degree from the University of Texas in 1969 and an MBA degree from Southern Methodist University in 1978. Lee Financial Corporation provides investment management and advisory services, and serves as a family office principally to professionals, business executives, small business owners, and trust clients.
The firm employs 30 people and has approximately 80 client relationships. Private and alternative investment strategies have been a cornerstone of Lee Financial Corporation 's investment strategy since its inception in 1975.
