AlphaCore Wealth Advisory
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.
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AlphaCore Wealth Advisory
At AlphaCore, we employ an innovative asset allocation philosophy. While traditional allocations to stocks, bonds, and real estate serve an important purpose, we believe alternative investments should also be incorporated in order to properly diversify a portfolio. Historically, having a large allocation to traditional, long-only asset classes, primarily made up of equities and bonds, was considered the necessary ingredient to forming a well-diversified portfolio. Today, however, the markets have become both increasingly correlated and recent moves in equities and interest rates have become exhausted. As financial advisors, adding alternative investments in a prudent manner can help to provide the proper diversification needed in the decades to come. Our team proudly offers these customized solutions tailored to the unique goals and investment profiles of the families and individuals we serve. To ensure compliance with Rule 206(4)-1 of the Advisers Act: Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our LinkedIn page. “Like” is not meant in the traditional sense. In addition, postings to our LinkedIn page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. Please click here for important information about AlphaCore on social media, https://www.alphacorecap.com/alphacore-social-media
Employees
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