Johann Lee

Director of Research at AlphaCore Wealth Advisory

Speaker

Johann Lee serves as Director of Research at AlphaCore, where he oversees the investment process, collaborates on model portfolio construction, and helps guide the firm's broader research efforts. He is also responsible for conducting due diligence and contributing to its asset allocation process, with coverage spanning hedge funds, liquid alternatives, and traditional strategies.

Prior to AlphaCore, Mr. Lee was a Research Associate at Wilshire Associates, an institutional consulting firm, where he evaluated alternative investment strategies. Before that, he began his career at Cambridge Associates as an Investment Associate, supporting the research team with due diligence across both traditional and alternative investments.