Lee joined Kaplan Financial Services in September 2019 and has become a valued and personable member of the team. His attention to detail has earned him regular accolades from both inside the Kaplan Financial firm and among a loyal client base.
Lee Setzen graduated in 2015 from Boston University with a B.S. in Business Administration.
After graduation, Lee worked at Charles Schwab Investment Advisory as a Client Service Associate, supporting the needs of high-net worth clients through the Windhaven Investment Management team and Thomas Partners Investment Management group in their Boston office. In this role, Lee was responsible for supporting the Relationship and Client Portfolio Managers in servicing clients on a day-to-day basis for the busy offices.
