Lee Kapnisi

Lee Kapnisi, CFA, CFP®, CPWA®, Senior Wealth Advisor, came to Mason after a decade at large financial institutions with a clear sense of what he wanted more of: deeper client relationships and the ability to work through more complex, comprehensive situations. He joined the firm in 2022.

Lee holds a Master of Mechanical Engineering from Exeter University in the UK, a background that speaks to his affinity for precision and problem-solving. After earning his CFP® designation in 2015 and his CFA charter in 2019, he spent nearly a decade as a Senior Wealth Management Advisor at TIAA in Fairfax, Virginia, before joining Mason. The move was intentional — a smaller book of clients means he can get to know each one more fully, and bring more thoughtful, tailored solutions to the table. His practice spans a wide range of clients, with a particular concentration in corporate executives and families with complex estate planning needs.

What drives Lee’s work is not the advice itself, but seeing it through to results — a comfortable retirement, a child’s education funded, a legacy built. Outside of the office, he spends his time with his wife and children, traveling, cooking, and cheering them on at their sports and activities.