Gregory Lee, MS
Associate Wealth Advisor

Born and raised in San Francisco, Gregory is an Associate Wealth Advisor at Beacon Pointe’s Northern California office. He is responsible for a range of different functions within portfolio management, client servicing, and advisor support. Gregory graduated with a Bachelor’s Degree in Finance and Double Minor Degrees in Computer Science and Chinese Studies at the University of San Francisco, where he also earned his Master of Science in Financial Analytics. He values being a part of the Beacon Pointe team and is motivated by clients’ financial success. In his spare time, he enjoys fishing, swimming, kickboxing, and spending time with his family and friends.


You are now leaving the website of Beacon Pointe Advisors and will be entering the website for Institutional Intelligent Portfolios®, an automated investment management service made available to you exclusively through Beacon Pointe Advisors. Beacon Pointe Advisors is independent of and not owned by, affiliated with, or sponsored or supervised by Schwab. Schwab has no responsibility for the content of Beacon Pointe Advisors' website. This link to the Institutional Intelligent Portfolios website should not be considered to be either a recommendation by SPT, Schwab, or any of their affiliates, or a solicitation of any offer to purchase or sell any security.

Privacy Preferences
When you visit our website, it may store information through your browser from specific services, usually in form of cookies. Here you can change your privacy preferences. Please note that blocking some types of cookies may impact your experience on our website and the services we offer.