Alexei Lee
Wealth Advisor
About Alexei
Alexei Lee is a wealth advisor in William Blair’s Private Wealth Management group where he serves high-net-worth individuals and their families. Prior to joining William Blair, he was a research analyst with Wall Street Access where he assisted in portfolio management and operational duties. Lee graduated cum laude from Stony Brook University with a B.A. in economics and minor in business administration.
About William Blair
William Blair is a premier global boutique with expertise in investment banking, investment management, and private wealth management. We provide advisory services, strategies, and solutions to meet our clients’ evolving needs. As an independent and employee-owned firm, together with our strategic partners, we operate in more than 20 offices worldwide.*
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1935Year William Blair was founded
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1,900+Employees worldwide
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149 billion+Client assets
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89 YearsIndependent and employee-owned
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20+Offices worldwide
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~650Companies under coverage
As of September 30, 2024
*Includes strategic partnerships with Allier Capital, BDA Partners, and Poalim Capital Markets.