Robert Lee

Robert Lee has a diverse work experience in the finance and investment industry. Robert is currently working as the Managing Director of Institutional Sales at Echelon Wealth Partners since August 2020. Prior to this, they served as a Senior VP and Director at Red Cloud Securities, a globally oriented mining focused investment dealer, from June 2016 to November 2019. Before that, they worked for RBC Capital Markets as a Managing Director in Global Equity from January 1996 to May 2016. Robert also had roles as a Director at Hambros Equities (UK) Ltd, Head of Mining Sales at Banque Indosuez Capital Securities, Head of Australian Equities at Robert Fleming (UK) & Jardine Fleming Australia, and a Senior Mining Analyst at Cazenove & Company, all before the year 1996.

Robert Lee earned a BA (Honours) degree in Economics & Geology from the University of Toronto - University of Trinity College. Robert also obtained certifications such as CSC 1 & 2, CPH, PDO - Partners, Directors and Senior Officers Qualifying Examination from the Canadian Securities Institute (CSI), and NASD - Series 7 & 63. However, the specific months and years of obtaining these certifications are not provided.