Charlie Lee, Chief Strategist

Charlie Lee is the Chief Strategist of Lexington Avenue Capital Management, LLC.

 

Prior to joining Lexington in 2007, Charlie was a founder and CEO of an electronics manufacturing company in the bay area of San Francisco. Catering to Silicon Valley computer manufacturers, Techno Linc Corporation provided manufacturing services for some of the world’s largest electronics companies, IBM, Lexmark, Samsung, Hyundai and Hewlett Packard.

 

Charlie spent time after the sale of the CMT business engaged in early stage investments through the early 2000’s. It was around this time he came to the realization that the philosophy that guides Lexington’s investment strategy and service to their clients was both simple and very valuable: to provide the best products and services that are tangibly measured and explain them in a straightforward manner to a growing population of future retirement clients.

 

He has served on alumni committees and boards of educational foundations for his children’s schools in Menlo Park as well as his own Yale University where he received a BA in History. He participates in networking groups in the peninsula and throughout the bay area.

 

An active workout enthusiast, Charlie does yoga, cross training and surfing to keep fit. This allows him to indulge in the many opportunities to enjoy great local food and taste incredible wines from around the world, while getting to know the interesting stories of the many individuals he meets.