Stacey Lee

Stacey’s career began at Morgan Stanley as a Financial Advisor, ranking in the top 10% in client acquisition and revenue production amongst her peers. After partnering, she became Co-Portfolio Manager, overseeing $500M of client assets and providing research and tactical recommendations. Next, she joined U.S. Trust as a Portfolio Manager Analyst, offering portfolio management services to high net worth clients. She then joined Lowry Research as a Technical Analyst, where she was responsible for daily market analytics. Stacey graduated from Northwestern University with a BA in Economics.