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Matthew Lee

Matthew Lee

Financial Advisor
CUSO Financial Services, LP.

Matt has filled many roles during his 25 year career in the financial services industry. He started as a trader and NASDAQ market maker for The Ohio Company, Diamond Hill Investment Group, Inc., and Donnelly Penman & Partners; and later transitioned to become Chief Compliance Officer, Branch Manager, and a financial advisor at Ascend Advisory Group, LLC, a member of the Wells Fargo Advisors Financial Network.

Matt earned a BS in Business Administration, with majors in Accounting and Finance, from Miami University in Oxford, Ohio. He is securities registered in Ohio, Arizona, Florida, Michigan, North Carolina, Pennsylvania, and Virginia, and able to offer life and disability insurance. He served the industry as a member of Nasdaq’s Quality of Markets Committee from 1996-2000, and holds several FINRA licenses, including the series 4, 7, 24, 55, 9/10 and 66.

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