Makes all the difference

Andrew Barry Lee

Senior Vice President–Wealth Management

Senior Portfolio Manager

Andy is a non-practicing CPA and attorney who spent ten years in public accounting with Ernst & Young and PricewaterhouseCoopers prior to his current profession. He joined UBS in 2013 after spending seven years with Morgan Stanley and six years with A.G. Edwards & Sons in Washington, DC prior to that. Andy is an Accredited Asset Management Specialist (AAMS) and he received a B.A. in Accounting and Finance from Muhlenberg College, a J.D. from the Catholic University School of Law, and a LL.M. in Taxation from the Georgetown University School of Law. Andy resides in Bethesda, along with his better half and two children.

California Insurance License number 0E55509

Registered States:
  • CA
  • CT
  • DC
  • DE
  • FL
  • GA
  • IL
  • MA
  • MD
  • ME
  • MI
  • MO
  • NC
  • NJ
  • NY
  • OH
  • PA
  • TX
  • VA
  • WA
  • WY


  • Senior Portfolio Manager
7272 Wisconsin Avenue
23rd Floor
Bethesda, MD 20814

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