Franklin Lee

Franklin Lee is a Senior Associate in the El Segundo/Beach Cities office. He is a member of the Multifamily Practice Office team and works closely with the advisors and investment team to monitor portfolios and cash positions, prepare investment reports, understand client guidelines, trade securities, and help maintain personalized investment portfolios for clients. 

Prior to joining Cerity Partners, Franklin was a Director of Operations for Running Point Capital Advisors. He was actively involved in the operations of all client-related activities. Prior to Running Point, Franklin was an investment analyst at Salient Wealth Planning Group/Lincoln Financial Advisors Corp. He has deep experience working in several related finance and industry roles at Retirement Wellness Group, Prudential Financial, Parsons Corporation, and BTAS, Inc. 

In his spare time, Franklin enjoys spending time with his wife, playing with his two children, and the occasional golf or tennis session. 

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