Vincent Lee

Vincent Lee has extensive experience in wealth management, currently serving as a Wealth Manager at Coldstream Wealth Management since October 2007. At Coldstream, an independent and employee-owned firm, Vincent delivers unbiased financial advice, sophisticated financial planning, and customized portfolio management services to high net worth individuals and families. Prior to this role, Vincent was a Manager at Harris myCFO from 2003 to 2007, further enhancing expertise in financial management and client services.