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Sam Lee MBA
Director in Investment Advisory, Principal

Los Angeles | Director - Investment Advisory | Sam Lee

What do you enjoy most about wealth management?

Building long-term relationships with families by providing clarity and objectivity in my role as trusted advisor.

What’s the biggest challenge?

Differentiating successful long-term investing from shorter-term speculation.

What do you love most about being part of Aspiriant?

Being in the trenches day-to-day, with a group of industry veterans, solely committed to our clients.

What professional accomplishments are you most proud of?

Understanding the concerns, needs, and complexities of high net worth families and serving them at the highest levels.

What qualities of yours make you best suited to what you do?

Curiosity and commitment to constantly improve myself.

How should people think about their wealth?

Do the heavy lifting up front and have a plan in place for your wealth – be disciplined around it.

What do you love to do outside of work?

Family and faith is a priority. Then either playing basketball, coaching basketball, or dreaming about basketball.

What would you be doing if you weren’t working at Aspiriant?

Playing small forward for the L.A. Lakers.

What was the most influential book you’ve read and why?

Outliers, by Malcolm Gladwell. Highly successful people get there by smarts, ambition, and hustle – but luck and good fortune play a huge role as well. Be great, be humble, and give back.

Education and accreditations

  • B.S. in Finance, Cal State University at Northridge
  • M.B.A., Marshall School, University of Southern California
  • Series 63

Sam joined Aspiriant in 2003 as an associate in Investment Advisory. Sam began his career in financial services industry serving high net-worth individuals in 1994. In addition to his client service duties, Sam is member of Aspiriant’s Investment Committee and Real Estate Subcommittee.

Prior to joining Aspiriant, Sam spent over four years working within the high net worth tax practice at the Los Angeles office of PricewaterhouseCoopers LLP. Sam’s primary responsibilities included federal and state tax compliance, tax minimization strategies, tax projections, and tax research.

Sam holds a BS in finance from California State University, Northridge and an MBA from the Marshall School of Business at the University of Southern California.

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