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AlphaCore expands its wealth advisory business with acquisition of iCapital’s Private Client Group serving high-net-worth clients

Johann Lee, CFA

Director of Research

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.

Education & Accreditation:

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

jlee@alphacorewealth.com