Johann Lee, CFA®

Director of Research

San Diego, CA

Education & Accreditation

  • University of Florida, B.S. Business Administration with a concentration in Economics
  • University of Florida, B.A. in Political Science
  • CFA® Charterholder

Johann Lee serves as the Director of Research at AlphaCore Capital.  He is responsible for overseeing the investment decision process, building model portfolios, and managing the firm’s research efforts. He also manages the firm’s investment committee and authors quarterly commentaries and research memos. His coverage includes hedge funds, liquid alternatives, and traditional strategies. Previously, Mr. Lee worked at Wilshire Associates, an institutional consulting firm, as a research associate responsible for evaluating alternative investment strategies. Prior, he began his career at Cambridge Associates as an Investment Associate aiding their research team in a variety of due diligence on both traditional and alternative investments.

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