PETER LEE
Chief Investment Officer
Avitas Wealth Management, LLC
As Avitas Wealth Management’s chief investment officer, Peter Lee measures success by the positive change he can bring to people’s lives. At Avitas, that is realized by thorough exhaustive portfolio research and analysis. Lee’s diligence and approach have an immeasurable positive impact on the AWM client experience. Lee takes a CFA influenced approach to portfolio management and uses that to make the best decisions for clients.
Avitas Wealth Management is a boutique asset manager and wealth advisory firm for select multigenerational families. Lee and his colleagues at Avitas provide institutional style portfolio management, financial planning, total wealth organization, and exclusive access to private equity managers. Lee and his team strive to be advisors who guide their clients and client families through every financial decision, standing by their side for a lifetime.
