Lee Kapnisi

Lee Kapnisi

Senior Financial Planner

Lee Kapnisi, CFA, CFP®, joined Mason in August 2022.

  • Awarded CFA charter in 2019.
  • Received his CERTIFIED FINANCIAL PLANNER™ certification in 2015.
  • Masters of Mechanical Engineering from Exeter University UK.
  • Prior planning experience as Senior Wealth Management Advisor at TIAA in Fairfax, Virginia.

In his spare time, Lee enjoys time with his wife and children, cooking and going to the gym.

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