Sam Lee

Portfolio Manager-Equities at

Aspiriant LLC

Consumer Services

Commercial Services

Finance

Profile

Mr. Sam Lee is a Director in Investment Advisory & Partner at Aspiriant LLC.
He joined Aspiriant in 2003 as an Associate in Investment Advisory and has since worked his way up to a director and principal of the company.
He has provided investment advice to individuals, families and foundations for over 15 years.
Prior to joining Aspiriant, Mr. Lee worked as a Consultant at PricewaterhouseCoopers in Los Angeles, where he specialized in tax services for high net worth families.
He earned his M.B.A. from the Marshall School of Business at the University of Southern California and studied finance at C.S.
Northridge.

Sam Lee active positions

Companies	Position	Start
Aspiriant LLC Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon.	Portfolio Manager-Equities	01/05/2003

All active positions of Sam Lee

Former positions of Sam Lee

Companies	Position	End
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Corporate Officer/Principal	-

See the detail of Sam Lee's experience

Training of Sam Lee

Experiences
Positions held

Active

Inactive

Listed companies

Private companies

See the detail of Sam Lee's experience

Connections

1st degree connections

1st degree companies

Male

Female

Members of the board

Executives

See the personal network

Linked companies

Private companies	4
PricewaterhouseCoopers LLP PricewaterhouseCoopers LLP Miscellaneous Commercial ServicesCommercial Services Provides auditing, assurance, consulting and tax & business consulting services	Commercial Services
California State University-Northridge California State University-Northridge Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Aspiriant LLC Aspiriant LLC Investment ManagersFinance Aspiriant offers an investment management program tailored to meet each client’s unique financial circumstances and investment objectives. The firm uses selected separate account managers, separate investments in equities, mutual funds, ETFs, ETNs, private partnerships, bonds, cash-equivalents, and other instruments. Investments are made across a wide range of markets and strategies. Their standard portfolios that target the lowest risk will generally be more heavily weighted in fixed income (bonds), while portfolios that target higher risk/return profile will generally focus on stocks and other asset classes which tend to have a higher expected return over Aspiriant’s forecasted horizon.	Finance
USC Marshall School of Business USC Marshall School of Business Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

See company connections