Rising compliance costs, technology adoption and a talent shortage make it especially tough for a wealth manager, but Edwin Lee, CEO of independent wealth manager Covenant Capital, believes his firm has the right formula.
![](https://s34456.pcdn.co/wp-content/uploads/2018/06/Edwin-Lee_Covenant__-640x360.jpg.optimal.jpg)
Rising compliance costs, technology adoption and a talent shortage make it especially tough for a wealth manager, but Edwin Lee, CEO of independent wealth manager Covenant Capital, believes his firm has the right formula.
Part of the Mark Allen Group.