October 25, 2013 • FA Staff
Capstone Financial Group has hired Steve Lee as a senior vice president. Lee is responsible for advisor recruitment, coaching and development. Most recently, Lee was vice president and regional manager at BancWest Investment Services. Prior to that he worked as an investment manager and advisor with JPMorgan Chase & Co. He has also served as a manager at Prudential Financial and a regional wholesaler for Principal Funds. Capstone Financial Group, Inc. is an investment and merchant banking group headquartered in Irvine, Calif. Please send On the Move items to Kathy Lynch.
Capstone Financial Group, Inc. is an investment and merchant banking group headquartered in Irvine, Calif.
Please send On the Move items to Kathy Lynch.
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