Lawrence Lee

CFA®

Portfolio Manager

Lawrence Lee

Services and personalized investment advice are only provided pursuant to an advisory agreement with the client. We do not provide individualized stock recommendations over social media. Be aware that specific investment opportunities shared through WhatsApp are fraudulent.

Lawrence Lee

Professional Certifications

  • CFA® – Chartered Financial Analyst®

About Lawrence

Lawrence primarily focuses on equity research and analysis and serves as Portfolio Manager of Gratus’ Dividend Growth and Options Income Overlay strategies. Additionally, he works closely with Todd Jones, Chief Investment Officer, to develop and implement the firm’s investment process.

Lawrence lives in Virginia, outside of D.C., with his wife and twin girls. He enjoys reading, playing golf, and watching football and basketball.