Meet Ron Lee, CFA, MBA
My name is Ron Lee. I am the owner of InVision Capital Advisor – a California-licensed, fee-only Investment Advisor firm based in the San Francisco Bay Area.
Much like you, I’ve confronted numerous life challenges, which include managing a monthly budget, funding a college education, navigating a career, buying a home, starting a family, filing taxes, and saving for retirement. Over the years, I’ve honed my abilities in analyzing and evaluating various options to make sound decisions for both my family and myself.
My journey began with an education in engineering, as I obtained two degrees in the field and spent five years as a chip engineer at Nvidia. However, two decades ago, I transitioned into the financial sector, earning my CFA/MBA credentials and ultimately assuming the role of a fund manager for several institutional investors with assets exceeding $1 billion. Under my management, these funds achieved recognition, receiving the Barclayhedge Top 10 Award for the best technology fund (three-year return) in both 2009 and 2010.
In 2015, I embarked on a mission to start my own firm aimed at assisting others in planning and investing to achieve the lifestyle they dream of. My passion lies in helping individuals and families achieve their financial independence, gain personal freedom, and have more and better choices in life.
Past Employment
Citadel
UBS
Deutsche Bank
Nvidia
Connective Capital
Education
MBA – Wharton School of Business, University of Pennsylvania
MS – Stanford University
BS – University of Texas at Austin
Certification
CFA Charterholder – Chartered Financial Analyst
California Licensed Registered Investment Advisor