Lee Robertson

Lee Robertson

Formal First Name

Lee Robertson is the Founder and Chief Executive Officer of the Octo Members Group, a new venture aimed at supporting wealth managers and financial planners. He utilizes his entrepreneurial flair in bringing vital offerings in the fintech space. Robertson is a multi-award-winning wealth manager who is also a passionate contributor to the debate around the discipline. He can be found on TV or in the press discussing personal finance and investment. He also consults and regularly speaks on wealth management issues, particularly on client service, marketing, and communications.

Professional Experience

Academic History