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Morgan B. Lee, CIMA

 
 

For nearly two decades Morgan’s career has focused on consulting for investment advisors and institutional investors.

Morgan’s experience provides specialized and unique perspective when helping families develop and implement investment strategies and wealth management plans.

Prior to founding Responsible Wealth, LLC in 2018, Morgan worked for 12 years at WisdomTree Asset Management where most recently, he and his family lived in London, UK while he led WisdomTree’s client facing team in Europe.

Morgan also spent 6 years consulting with Registered Investment Advisors at Barclays Global Investors - iShares helping to establish the company as the industry leader in passive investing and ETFs.  

Morgan graduated from California Polytechnic State University, San Luis Obispo with a Bachelor of Science in Business Administration-Financial Management. He also earned the Certified Investment Management Analyst (CIMA) designation and is a candidate for the Certified Financial Planner (CFP) designation.

Morgan lives in Lake Oswego, OR with his wife Trina and two daughters Madison and Tabitha.  You’ll find them most weekends in Winter skiing the slopes of Mt. Hood and in Summer on the lake.