Lee Conti, Jr., is a partner with CPS Private Client Solutions and a nationally recognized speaker on cutting-edge wealth transfer strategies.  Lee primarily engages with Family Offices and Registered Investment Advisors (RIAs) across the nation to develop individualized strategies for successful families.  He has over 28 years of experience and is committed to the highest fiduciary standards when designing programs to help clients protect and augment wealth.

Lee has been a breakout speaker at financial planning industry conferences since 2006 and is certified nationally as a Continuing Education instructor.  He takes pride in creating dynamic sessions that allow advisors to walk away with practical information to integrate into the financial plans they create for their clients. He has currently trained over 8,000 advisors on wealth transfer strategies.

Lee has a passion for education and community involvement, which led him to serve as President of the New York City Financial Planning Association in 2016 after many years on the Board. He currently serves on the Board of Savvy Ladies, a 501(c)(3) non-profit organization dedicated to empowering women through financial literacy.  In his free time, Lee enjoys spending time with his family wine tasting, attending sporting events, and seeking new sushi restaurants.