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Charlie Lee

Charlie Lee

Client Relationship Manager

626-689-7651

clee@tsgadvisor.com

I joined The Sterling Group in 2024 as a Client Relationship Manager. My role involves assisting clients with their accounts and helping the team with various projects, including trading and financial planning. I am ecstatic about learning new skills & concepts as well as providing the highest level of service.

I am originally from Orange County and currently live in Los Angeles. Outside of my career, I love to be outdoors and partake in many different activities, whether that’s hiking, rock climbing, swimming, or camping. I graduated from California Lutheran University where I played Division III basketball for all four years of my tenure. CLU is where I learned I had an infatuation for financial concepts.