Szi Kiat Lee, CFP®

Director, Client Services

Mr. Szi Kiat Lee is a Director of Client Services at Validus Capital, where he manages the firm’s investment and portfolio reporting applications, financial planning services, and special projects. Mr. Lee supports senior team members to ensure that client reporting is flexible, timely, accurate, and captures all the elements that are important to our client families.

Prior to joining Validus Capital, Mr. Lee served as an Analyst at Camden Capital where he was an integral contributor to the financial planning and investment reporting process for high-net worth and ultra-high net worth families.

Mr. Lee earned a Bachelor of Science in Finance and Sustainable Business from the Kelley School of Business at Indiana University – Bloomington. He earned his CERTIFIED FINANCIAL PLANNER™ designation in 2024.