The David Yvars Group - Investment Strategy, Wealth Management, Financial Advice - About Us - About Joseph D. Lee

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About Joseph D. Lee

Joseph D. Lee
Vice President
Financial Advisor

Joe joined the David J. Yvars Group in 2001 after earning a finance degree from Fordham University. For the past 13 years, he has worked directly with professional athletes and currently maintains a part-time position assisting current players with the New York Yankees. As part of the firm, Joe continues to service athletes, where he helps them plan for their financial future, as well as monitor the performance of their portfolios.

In addition to servicing clients directly, Joe is the co-manager of the firm's Personalized Index Portfolios and Evaluation Program (PIP). Joe is also directly responsible for the firm's web-based marketing initiatives.

Joe is originally from the Bronx, and currently resides in Ossining. In his spare time, he enjoys traveling and spending time with his younger sister, Madison.

It is agreed that at least 48 hours prior to signing any investment advisory agreements to participate in any product or service mentioned in this site, The David J. Yvars Group, Inc. Form ADV Part II and Schedule F will be reviewed.

This site is published for residents of the United States only. Yvars Group, Inc. financial advisors may only conduct business with residents of the states for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site.

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