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Anthony J. Lee, CWS®

Anthony J. Lee, CWS®

Founder and Managing Partner

Anthony is the founder and managing partner of Cardinal Hill Wealth Advisory Group, LLC.  Established in 2000, Cardinal Hill Wealth Advisory Group, LLC embodies Anthony’s 30 years of industry experience. He began his career at Lehman Brothers before moving to Smith Barney where he established a successful financial advisory practice that continued at other major investment houses before launching his own wealth management firm.

Anthony is on the Board of Directors of the Commerce and Industry Association of NJ. In addition, he is on the Board of Trustees and Treasurer of Montgomery Academy in Basking Ridge.

Anthony earned a B.A. degree in Finance from Pace University in New York and holds his General Securities Principal license with Cetera Advisors.  In his spare time, he enjoys golf, triathlon competition, reading, and is a wine enthusiast.