Locally Committed:
Hearing and Speech Center, Former Vice Chair; Junior Achievement of the Bluegrass, volunteer; Habitat for Humanity, volunteer; Junior League of Lexington Sustaining member; God’s Pantry, volunteer; Christ the King, parishioner.
PROFESSIONAL EXPERIENCE
Years of experience in the financial industry
30
Years in wealth management
25
EDUCATION
Miami University (B.S. in Accounting)
1992
University of Kentucky (MBA with concentration in Finance, Real Estate and Banking)
2002
LEE WALKER
Contact Info
Senior Portfolio Manager
859-963-4211
Primary Responsibilities:
- Consults with clients on investment policy design, portfolio construction, market conditions, and spending policies in concurrence with WealthSouth’s personalized financial planning.
- Execution of portfolio and ongoing investment management of private individuals, non-profit, employee benefit plans and corporate investment relationships.
- Asset class, asset category, asset type, individual security and manager selection.
Core Philosophy
My core philosophy as a Portfolio Manager lies in developing a relationship with our clients so that I fully understand their goals for the future. This relationship and understanding paves the way for open communication as we construct a portfolio that is designed to meet those goals while mitigating risk along the way. Many people think managing money solely revolves around numbers but to manage money successfully, one must not forget the human element of relationships and communication that is so crucial in that success.
