Paul Lee Email & Phone Number
Managing Director | Private Wealth Advisor | UBS Institutional Consultant @ UBS Group AG
5 free lookup(s).
Paul Lee Location
- Chicago, IL, US
Paul Lee Work
- 2009 - now Managing Director | Private Wealth Advisor | UBS Institutional Consultant @
- 2008 - 2018 Board of Trustees | Presbyterian Foundation @
- 1993 - 2009 Senior Resident Director | First Vice President - Investments @
- 1990 - 1993 Certified Public Accountant @ RSM US LLP ( Acquired AM&G: Altschuler, Melvoin, & Glasser)
Paul Lee Education
- Yale School of Management
Certified Private Wealth Advisor®
2019 - 2019 - Indiana University - Kelley School of Business
B.S. (Accounting)
1986 - 1990 - Niles North High School District 219 1982 - 1986
- University of Pittsburgh - Joseph M. Katz Graduate School of Business 2007null
Paul Lee Skills
- Alternative Investments
- Estate Planning
- Financial Advisory
- Concentrated Stock Management
- Leadership
- Series 63
- Charities
- Fixed Income
- Computer Hardware
- Insurance
- Retirement Planning
- Valuation
- Wealth Management Services
- Portfolio Management
- IRAs
- Business Analysis
- Finance
- 401k
- Asset Allocation
- Investment Advisory
- Financial Services
- Asset Protection
- Wealth Management
- Equities
- Mutual Funds
- Uniform Combined State Law
- Strategic Financial Planning
- Charitable Giving
- High Net Worth Individuals
- Investment Strategies
- Business Valuation
- FINRA
- Entrepreneurship
- Securities
- Asset Management
- Customer Service
- Long Term Care
- Financial Analysis
- Transition Planning
- Wealth
- Mergers And Acquitistions
- Wealth Preservation Strategies
- 401k Rollovers
- Investment Banking
- Problem Solving
- Private Banking
- Foundations
- Equity Derivatives
- Retirement
- Series 7
- Profit Sharing Plans Design And Implementation
- Philanthropy
- Investment Management
Paul Lee Summary
- Paul Lee, based in Chicago, IL, US, is currently a Managing Director | Private Wealth Advisor | UBS Institutional Consultant at UBS. Paul Lee brings experience from previous roles at Presbyterian Church (U.S.A.), Merrill Lynch Global Wealth Management and RSM US LLP ( Acquired AM&G: Altschuler, Melvoin, & Glasser). Paul Lee holds a 2019 - 2019 Certified Private Wealth Advisor® @ Yale School of Management. With a robust skill set that includes Alternative Investments, Estate Planning, Financial Advisory, Concentrated Stock Management, Leadership and more. Paul Lee has 2 emails and 1 mobile phone numbers on RocketReach.
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