CYNTHIA SCHNACK LEE, CFP, CIMA

Senior Vice President - Investments

Address: 1001 Bishop Street, Bishop Square, SUITE 1900 , Honolulu , HI 96813
Phone: 808-547-5278  |  800-637-2470    Fax: 808-547-5257

My Background

My Associate(s): Roberto Lau, Senior Registered Client Associate

My Experience

  • 2011 - Present : Wells Fargo Advisors, First Vice President-Investments
  • 2001 - 2011 : Morgan Stanley Smith Barney,Vice President/Wealth Management
  • 1994 - 2001 : Hawaii Community Foundation, Director of Philanthropy
  • 1991 - 1994 : First Hawaiian Bank Trust Division, Trust Officer
  • 1987 - 1991 : Smith Barney, Senior Registered Associate

My Education & Credentials

  • Certified Investment Manager Analyst-Wharton Business School
  • Trust School Graduate - Cannon Financial Institute
  • Bachelor of Science in Economics - Arizona State Universsity
  • PIM Portfolio Manager

My Community Involvement

  • Hawaii Estate Planning Counciil, Board Member
  • Boys & Girls Club of Hawaii, Board Member
  • Investment Management Consultants Association, Member
  • Junior League of Honolulu, Member and Past Vice President
Securities Registered in the following states: AZ, CA, CO, HI, IL, MI, MO, NC, NE, NM, NV, OR, WA, WI
CYNTHIA SCHNACK LEE: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Hawaii : Honolulu Branch