Lee & Associates Maps Out Brokerage Growth
Joe Chavez(Joe Chavez, the new president of Lee & Associates investment services group, told REFIs Max Adams in an interview last week that he hopes to expand the Los Angeles-based brokerage firms 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 companys investment services group. Whats your first order of business?
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