Please upgrade to a modern web browser. Chrome, Safari, Firefox.

Wanhee Lee

Managing Director, PWM

Wanhee has worked in the financial services industry for the past 20 years, 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 advisory in 2005.

Wanhee joined Evans and Partners in November 2010 after working at Merrill Lynch for 5 years where he advised Australia’s wealthy families on asset management strategies.

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

Wanhee has a Bachelor of Commerce, ASX level 2 Derivatives accreditation and is a Chartered Financial Analyst (CFA).

P: +61 2 8070 6618
E: wlee@eandp.com.au