William Mckee is an Associate who joined Lenox Advisors in 2023 in our San Francisco office. He is responsible for working with both corporate and high-net-worth individual clients of the firm. William offers an analysis of client's current financial situations, helps identify their financial goals and concerns, illustrates what is being done to reach those goals, identifies gaps, and if present, offers solutions to help fill them.
Prior to joining Lenox, William worked as the Athletic Director and Physical Education teacher for 6 years at East Bay School for Boys. He also served as a head lacrosse coach for Skyline Lacrosse Club. William attended Lehigh University, majoring in Economics, with a minor in African studies. During his time at Lehigh, William played division one lacrosse, made an NCAA tournament appearance, and won a Patriot League championship. In his free time, William enjoys playing golf, biking, watching the Warriors, and spending time with his cats.
William holds his series 7 and 66 licenses.