Anthony J. Lee, CWS®, CPFA®, NQPC™

With over 25 years of experience in the financial services industry, I began my career at leading Wall Street firms before launching my own wealth management firm in 2000. My deep understanding of the business, strong industry relationships, and commitment to personalized service set Cardinal Hill apart.

What truly defines my approach is the discipline, dedication, and grit I developed as a finisher of the Ironman 140.6 triathlon—after experiencing a DNF (Did Not Finish) the year before. The relentless focus, preparation, and perseverance required to bounce back from setbacks and ultimately conquer this challenge mirror my philosophy as a wealth manager: success is built on hard work, resilience, integrity, and a steadfast commitment to my clients’ goals.

While net worth is measured in dollars, my clients receive something far more valuable—a partnership rooted in values, ideals, and ethics. I am proud to serve on the Board of Directors of the Commerce and Industry Association of New Jersey and as Treasurer on the Board of Trustees of Montgomery Academy in Basking Ridge.

I hold a BA in Finance from Pace University in New York and a General Securities Principal registration with Cetera Advisors. Outside of work, I enjoy golf, triathlon competitions, reading, and spending time with my family.