Robert James Lee

Robert James Lee is currently a VP and Wealth Advisor at NewEdge Wealth. Robert previously worked at UBS Financial Services, Inc. from January 1997 to January 2022, where they were a financial advisor.

Robert James Lee has a BA in finance and international business from Florida International University. Robert is certified by FINRA in **Registered States** CT, FL, GA, IA, IL, MA, MD, NC, NJ, NY, TX, WI.

Jason Fay - Senior Wealth Advisor, Eduardo Vega - Associate, Wealth Advisor, and Alec Zager - Associate, Wealth Advisor report to Robert James Lee. Robert James Lee reports to Jeffrey Kobernick, Managing Partner & Co-Founder. They work with Erin Fischer Timmerman - VP & General Counsel, EdgeCo Holdings, Cameron Dawson - Chief Investment Officer, and Ghislain Gouraige - Partner.