Brendan Lee
Associate Financial Advisor
Office: Boston, MA
Education & Certificates
B.S., Providence College
Professional Background
I started at Pathstone in 2023 as an associate and worked my way up to client manager. I provided comprehensive support to Client Advisory team, handling account management, overseeing day to day client requests and assisting lead advisor where needed. I joined CW Advisors in 2026.
Personal Interests
Nothing beats a day at the beach but besides that I enjoy spending time with friends and family, watching Boston sports, and trying new restaurants.