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.