Family Office
Lee Financial Company (LFC)
Lee Financial is a wealth management firm founded in 1975 by Richard R. Lee, Jr., based in Dallas, Texas, serving private and institutional clients.Director of Research and Co-CIO Marco Rodriguez, who joined the firm in September 2022, leads the firm's investment approach. Before this, he spent over 14 years at Stonega…
Decision-makers
Jacob Odom
Senior Portfolio Manager
Sarah Henze
Senior Portfolio Manager
Eric Smith
Senior Analyst, Associate Portfolio Manager & Trader
Ryan Coxe
Associate Portfolio Manager
Marco Rodriguez
Co-Chief Investment Officer & Director of Research
Danny Boyce
Co-Chief Investment Officer & Partner
Jason A. Romph
Senior Portfolio Manager
Doug Jones
Director, Portfolio Management & Partner
Dan Peters
Director, Portfolio Management & Partner
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