William Lee: Email & Phone Number

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Senior Investment Advisor at Pathstone|San Francisco Bay Area, United States

Position:

Senior Investment Advisor at Pathstone

Location:

San Francisco Bay Area, United States

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Last updated: 2025-10-07

Updated: 2025-10-07

Found email addresses for William Lee:

Business emails:

l*********m@pathstone.com

Personal emails:

l***@hotmail.com,

l***@aol.com,

w***@gmail.com

Found phones for William Lee:

+1-870-***-**24,

+1-623-***-**14,

+1-323-***-**79

A different William Lee?

Work Experience 20 years

Senior Investment Advisor at Pathstone

Jan 2022 - Current

Investment Advisor at Arrow Point Wealth Management

May 2015 - Jan 2022

Financial Planning Analyst at Arrow Point Wealth Management

Mar 2010 - May 2015

Financial Planning Assistant at Censia - Wealth Advisors

Feb 2006 - Mar 2010

Their professional focus is Cross-border wealth solution design, Familiarity with digital financial instruments, and High Net Worth Customer Relationship Management across 3 core areas.

Education

M.S at UCLA

Frequently Asked Questions

What is William Lee's email address?

SignalHire found verified email addresses for William Lee, both business and personal. Their business email is l*********m@pathstone.com, and personal emails include l***@hotmail.com, l***@aol.com, and w***@gmail.com.

What is William Lee's phone number?

SignalHire found multiple verified phone numbers for William Lee: +1-870-***-**24, +1-623-***-**14, and +1-323-***-**79.

How do I contact William Lee at Pathstone?

You can reach William Lee through SignalHire by unlocking their verified email and direct phone number (free signup, no credit card needed). SignalHire is the fastest route if you need their contact details immediately.

What is William Lee's professional background?

William Lee has 20 years of professional experience. They have held roles including Investment Advisor, Financial Planning Analyst, and Financial Planning Assistant at companies such as Arrow Point Wealth Management, Arrow Point Wealth Management, and Censia - Wealth Advisors. Their education includes M.S from UCLA.

Is William Lee's contact information up to date?

Yes. William Lee's SignalHire profile was last updated on 7 October 2025, reflecting their current position as Senior Investment Advisor at Pathstone in Englewood, New Jersey, United States.

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