Austin Lee Email & Phone Number

Wealth Advisor @ Bernstein Private Wealth Management

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Austin Lee Location

Denver, CO, US

Austin Lee Work

2026 - now Wealth Advisor @ Bernstein Private Wealth Management
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2024 - 2026 Senior Vice President, Client Strategist @ BNY Wealth
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2023 - 2024 Senior Vice President, Client Strategist @ BNY Wealth
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2020 - 2023 Vice President, Client Strategist @ BNY Wealth
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2019 - 2020 Vice President and Client Advisor II @ Truist Wealth
2017 - 2019 Vice President and Client Advisor I @ SunTrust Private Wealth
2014 - 2016 Vice President @ J.P. Morgan Private Bank
2009 - 2014 President @ harvyst - Multi-Family Office
2008 - 2009 Staff Auditor @ CapinCrouse LLP
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2006 - 2008 Senior Tax Associate @ PwC
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see less

Austin Lee Education

North Carolina State University
Master of Science - MS (Accounting)
Mars Hill University
Bachelor of Science - BS (Business Administration and Management, General)
Seventy-First High School
High School Diploma

Austin Lee Summary

Austin Lee, based in Denver, CO, US, is currently a Wealth Advisor at Bernstein Private Wealth Management. Austin Lee brings experience from previous roles at BNY Wealth and Truist Wealth. Austin Lee holds a Master of Science - MS in Accounting @ North Carolina State University. Austin Lee has 2 emails and 2 mobile phone numbers on RocketReach.

Austin Lee Emails

Found 2 emails

Austin Lee Phone Numbers

Found 6 phone numbers

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Austin Lee

Wealth Advisor at Bernstein Private Wealth Management

Denver, CO, US
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- me.com
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- +1 770-315-XXXX
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Austin Lee

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