Johann Lee, CFA

Johann Lee, CFA has a diverse work experience in various roles within the finance industry. Johann began their career at Kempler & Co., Inc. as an Operations Associate from October 2011 to August 2012. Johann then joined Cambridge Associates as a Junior Research Associate from February 2013 to December 2013, and later as an Investment Associate from January 2014 to December 2014. In 2015, Johann moved to Wilshire Associates where they served as a Senior Analyst from January 2015 to December 2016, and as an Associate from January 2017 to May 2017. Currently, Johann is employed at AlphaCore Capital LLC, where they have held multiple positions. Johann started as a Research Analyst from June 2017 to October 2018, then advanced to Senior Research Analyst from October 2018 to February 2020. Johann is currently serving as the Director of Research since February 2020. Johann's extensive experience and their CFA designation make him a valuable asset in the field of finance.

Johann Lee, CFA completed their education at the University of Florida from 2007 to 2011. Johann earned a Bachelor of Science (BS) degree in Economics and a Bachelor of Arts (BA) degree in Political Science. In August 2017, they obtained the CFA Charterholder certification from the CFA Institute.