Peter Lee

Chief Investment Officer

Peter 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. His diligence and approach have an immeasurable positive impact on the AWM client experience. Peter takes a CFA influenced approach to portfolio management and uses that to make the best decisions for clients

E-mail: peter@avitaswealth.com
Phone: 424-371-9016