As Portfolio Manager, Brian Lee assists in the development of your personal investment policy guidelines. Brian makes decisions about your investment mix while matching investment opportunities to your objectives—all while balancing risk against performance.
EducationBrian earned a bachelor's degree from Illinois Wesleyan University.
Professional Experience & Areas of FocusBrian serves as Vice President and Senior Portfolio Manager for Fifth Third Private Bank. In this role, he provides assistance to individuals, foundations and employer pension plans in establishing investment objectives and structuring investment portfolios. Brian joined Fifth Third Bank in 1994 and has more than 30 years of industry experience.
Licenses & Professional Designations
- CERTIFIED FINANCIAL PLANNER™ (CFP®)