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Wanhee Lee

Managing Director, PWM

Wanhee joined Evans and Partners in 2010 after working at Merrill Lynch for five years where he advised Australian high-net-worth families on asset management strategies.

As an investment adviser at Evans and Partners, Wanhee’s focus is on long-term asset preservation through well-considered asset allocation and researched security selection. He advises family trusts, superannuation funds, charitable foundations and other private investment entities.

He has worked in the financial services industry for more than 20 years, initially starting his career in 1999 as an undergraduate at Goldman Sachs. Upon graduation, Wanhee worked in equity research at Citigroup before transitioning to Merrill Lynch Private Wealth.

Wanhee has a Bachelor of Commerce from the University of New South Wales, has an Accredited Derivatives Adviser Level 2 qualification and is a CFA Charterholder.

P: +61 2 8070 6618