William Lee is the Director of Institutional Sales at Kovitz Investment Group, where they market the firm's long/short equity and long-only strategies to various institutional clients. Previously, William held the position of Managing Director at Morgan Stanley Smith Barney in 2009 and served as Executive Vice President at Smith Barney from 1997 to 2009, where they took on roles including financial advisor, branch manager, and regional manager. William obtained a BA in Business Economics from UC Santa Barbara, graduating in 1979.
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