Getting to Know Adam Lee, CFA®, Partner & CIO at Castlepoint Wealth Advisors 00:10:00
Adam Lee, a Chartered Financial Analyst (CFA®) and Partner at Castlepoint Wealth Advisors, holds dual roles as Portfolio Manager and Chief Investment Officer (CIO). With a reputation for blending insightful analysis with a touch of humor, Adam oversees the strategic management of client portfolios, ensuring they align with individual financial objectives. His commitment to delivering personalized investment strategies underscores Castlepoint's dedication to client success and financial stewardship.
