Michael Lee
Ox Road Capital
At a glance
Michael Lee joined Ox Road Capital from UBS (our reporting, October 19, 2026). 2 stories in our coverage name them, from October 15, 2026 to October 19, 2026.
- Firm
- Ox Road Capital
- In our coverage
- 2 stories
The record
Joined Ox Road Capital from UBS
Advisor moves, week of Oct 12–18, 2026: 18 moves, led by $3.5B Houston team Financial ADVSR
Launched Ox Road Capital after leaving UBS
The Diamond Podcast for Financial Advisors: UBS Breakaways on What It Takes to Move $1B in Just Months WealthManagement.com
How this page is built
Every line on this page comes from a story that names Michael Lee: our own reporting or a news item on our wire, each linked above. Titles, firms, team names and asset figures are shown as those stories reported them on the date shown, and assets are the team’s as reported, not verified figures. We don’t add ages, photos, credentials or anything a cited story doesn’t say. Profiles with fewer than 2 stories aren’t listed in search engines until more coverage builds. This is news coverage, not an endorsement or a recommendation of any advisor.
Last updated October 19, 2026. All people in our coverage →