Che H. Lee

Education

  • University of California, Berkeley: Juris Doctorate
  • Occidental College: Bachelor of Arts in Economics and Minor in Philosophy

Credentials

  • Series 2 – Non-Member General Securities Exam

Portfolio Manager

Che Lee brings over 30 years of distinguished experience in financial and portfolio management, underpinned by a solid foundation in law and economics. His diverse professional journey includes a seamless transition from a successful career in real estate law and teaching to fully embracing his passion for financial markets and helping clients reach their financial aspirations. At Monarch Wealth Strategies, Che serves as a Portfolio Manager, where he is deeply involved in researching, analyzing, and monitoring investments, ensuring they are carefully tailored to meet the unique needs and goals of each client.

Che’s career in law is highlighted by his time as an adjunct professor, where he not only imparted his knowledge but also authored a scholarly article that was cited by the California Supreme Court, a testament to his thought leadership. His article, selected by U.S. Magistrate James G. Carr for republication in his anthology, was praised as one of the most “timely and significant” works among hundreds published in the field of criminal law during 1984.

Born and raised in Hong Kong and England, Che’s multicultural background adds a global perspective to his approach to financial management. He later moved to California, where he earned his J.D. from the prestigious University of California, Berkeley. During his time at Berkeley, Che was elected a member of the California Law Review, cementing his reputation as a skilled legal scholar.

Outside of his professional life, Che has a deep appreciation for nature and enjoys gardening as a relaxing hobby. He cherishes his time with his wife, finding balance and fulfillment in both his personal and professional endeavors.

You deserve a partner in your financial life. Our entire wealth management team is ready to come alongside you and your goals. Ready to learn more about working together?