Lee is a highly seasoned financial professional with 15+ years of experience in the wealth management industry. At Compound Planning, Lee partners across marketing, and advisory, to create repeatable growth processes that maximize organic AUM growth. As Director of Growth, he is responsible for driving the firm’s organic growth strategy by overseeing the entire business development lifecycle: enabling advisor-sourced business development, managing prospect pipelines, and ensuring successful asset flows for new clients and recruited advisors. Prior to joining Compound Planning, Lee accumulated diverse experience across the wealth management ... More