Stephen T. Lee-President/Portfolio Manager

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Stephen Lee is President and the founder of EquiStar Wealth Management, an Independent Registered Investment Advisory firm located in Winter Park, FL. For over 20 years, he has helped individuals preserve and grow their wealth. Stephen’s entrepreneurial spirit drove him to establish EquiStar in order to fill an important gap in investment advisory models that predominately offer/promote over-diversified portfolios.

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Mr. Lee has over 20 years of direct investment experience, is a CERTIFIED FINANCIAL PLANNER ™, a real estate agent and insurance license,  and has a broad banking background making him one of the most experienced money managers in practice today. As an active member in the Orlando community for over 35 years, Mr. Lee has served as a volunteer with Junior Achievement, ALS society of Central Florida, and the City of Maitland’s Fiscal Advisory Board and Transportation Advisory Board.

 

Mr. Lee holds a Master’s of Business Administration in Finance from the Crummer Graduate School of Business at Rollins College and a bachelor’s degree in finance from Furman University. Stephen enjoys jogging, golf, and is of course a self-confessed addict to the stock market.

 

“Small independent firms with excellent people focused on a well-defined market segment and strategy provide the highest likelihood of identifying the intelligent contrarian path necessary to achieving excellent investment results.” –David Swenson….Chief Investment Officer of Yale University