Strategic Wealth Partners was acquired by Kovitz Investment Group Partners, LLC ("Kovitz"), a registered investment adviser with the SEC on May 1, 2024. Strategic Wealth Partners is now a division of Kovitz and its registered investment adviser. Materials created prior to this date were created by Strategic Wealth Partners and are accurate as of the time of publishing.

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Meet your financial specialists.

Lee Ford

Director of Information Technology

Lee serves as the Director of Information Technology for SWP. He devotes his time to system operations, troubleshooting, client service, and special projects. Lee has experience in performance measurement, trust services, and information technology services – all of which he is involved with in his current role.

Lee has been in the financial services industry for over 20 years. Before joining the firm, he spent time at other RIA firms in the Milwaukee area. He began his career in the trust department of a large Milwaukee banking institution, where he gained valuable knowledge in multiple aspects of finance that he continues to use today.

Out of the office, Lee loves to travel and spend time with family and friends. He is an avid pool player and participates in leagues and pool tournaments when time permits. He and his wife have a young daughter who helps to keep them young.

Education

BBA in Marketing, University of Wisconsin-Milwaukee
Master of Information Systems Management, Keller Graduate School of Management

Office Location

Milwaukee, WI

Related

Data Security
Why (and How To) Enable Multi-Factor Authentication
As the world of technology continues to evolve, we need to continually stay on top of securing our personal information and access to accounts. The best practice of enabling two-factor (2FA) or multi-factor authentication (MFA) is nothing new, but it can often be thought of as an annoyance and, therefore, unused. If you’ve already enabled the feature on your online accounts that provide personal information (think financial accounts and email providers), that’s great! If not, we’d like to encourage you to do so. MFA provides a valuable additional layer of security. It combines something you know (your password) with something you have (a one-time verification code or approval from your personal device) or something you are (fingerprint or face scan). The goal is to make it a little bit more difficult to hack into your accounts because you need multiple items to login. The method used is dependent upon the website where you are setting up your MFA. Often there is the option to have the code sent as a text message or to your email. When possible, though, opt to use MFA that provides a code or approval through an app on your phone (for example, Google Authenticator). (See how to implement multi-factor authentication on your logins with SWP below.) Keep in mind, enabling MFA doesn’t mean your accounts will never be hacked. It is one way to add additional security, but it is just as important to maintain your cyber hygiene in other ways as well (such as creating unique and complex passwords, not clicking on unrecognized links, and not sharing personal information through unencrypted email – read our previous post on protecting your personal information for additional ways to keep you safe online).
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