Business Development

William W. Lee

Director, Institutional Sales

Industry Start

1981

Education

University of California Santa Barbara, BA

Bill has a broad knowledge of capital markets as well as a significant financial business network. Prior to joining Kovitz in 2012, he served various roles in the wealth management division, including regional director, at Smith Barney. Bill earned his Bachelor of Arts degree in Business Economics from the University of California Santa Barbara in 1979.