Lee & Associates Maps Out Brokerage Growth

Joe Chavez
Joe Chavez

(Joe Chavez, the new president of Lee & Associates’ investment services group, told REFI’s Max Adams in an interview last week that he hopes to expand the Los Angeles-based brokerage firm’s reach. Its investment services group was launched about two years ago to provide brokerage, investment and advisory services to clients that include public and private investors, high-net-worth individuals and banks. Until now, it has been largely focused on the West Coast.)

REFI: You were recently named president of the company’s investment services group. What’s your first order of business?

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