Before joining First Republic in 2013, Mr. Lee was a Private Client Advisor with U.S. Trust, where he advised high net worth individuals and families, foundations and endowments in the areas of investment strategy, asset allocation, estate planning and multi-generational wealth transfer planning. Previously, he was a Financial Advisor in Merrill Lynch’s Global Wealth Management division in Los Angeles and a Commercial Real Estate Investment Advisor with the Jones Group.
Mr. Lee serves as the Chair of the San Francisco Pulse, a fundraising committee for the American Heart Association, one of the world’s largest charitable organizations, committed to building healthier lives, free of cardiovascular disease and stroke.
Mr. Lee received a Bachelor’s degree in business and public administration from the University of Arizona’s Eller College of Business, where he graduated as a member of the Dean’s List with Honors. He also received his minor in International Business from Lorenzo de’ Medici in Florence, Italy.
Total Wealth Management Experience: 9 years
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