Directory

>

Paul Lee

Paul Lee

National Managing Director | Bernstein Private Wealth Management

New York, New York, United States

View contact details (it's free)

Paul Lee

Summary

Paul Lee is a seasoned executive currently serving as the National Managing Director at Bernstein Global Wealth Management, a prominent player in the financial services sector. With a focus on wealth management, he leverages his extensive experience in the monetary authorities domain to drive strategic initiatives. Based in New York, Paul has established a reputation for his leadership capabilities and ability to navigate complex regulatory environments. His career reflects a commitment to excellence in client service and a passion for fostering financial literacy. While his specific expertise is not detailed, his role suggests a strong understanding of investment strategies and financial planning. Paul is likely to be well-connected within the financial industry, making him a valuable asset in any professional network. He embodies the qualities of a leader who is both adaptive and forward-thinking, essential traits in the ever-evolving financial landscape. Paul’s journey in wealth management indicates a deep-seated commitment to helping clients achieve their financial goals.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Paul Lee

Work Experience

company logo

National Managing Director at

Bernstein Private Wealth Management

Present

Logos provided by Logo.dev

Frequently Asked Questions about Paul Lee

What company does Paul Lee work for?

Paul Lee is a National Managing Director at Bernstein Private Wealth Management, a company specializing in Monetary Authorities-Central Bank.

Who is Paul Lee?

Paul Lee is a seasoned executive currently serving as the National Managing Director at Bernstein Global Wealth Management, a prominent player in the financial services sector. With a focus on wealth management, he leverages his extensive experience in the monetary authorities domain to drive strategic initiatives. Based in New York, Paul has established a reputation for his leadership capabilities and ability to navigate complex regulatory environments. His career reflects a commitment to excellence in client service and a passion for fostering financial literacy. While his specific expertise is not detailed, his role suggests a strong understanding of investment strategies and financial planning. Paul is likely to be well-connected within the financial industry, making him a valuable asset in any professional network. He embodies the qualities of a leader who is both adaptive and forward-thinking, essential traits in the ever-evolving financial landscape. Paul’s journey in wealth management indicates a deep-seated commitment to helping clients achieve their financial goals.

Paul`s contact details

Colleagues

avatar
Nicholas Birren

Vice-President, Private Wealth Management

avatar
Sara Dejay Willis

Wealth Advisor, Vice President

Noah Schlesinger

Vice President

avatar
Sophie Mekjian

Vice President | Wealth Advisor

Peter Eliot

SVP/ Head of Managed Account Solutions and Risk

avatar
Alexandra Rodriguez

Vice President | Manager

avatar
Evan Fineman

Vice President- Financial Advisor

avatar
Fabienne Tremblay-Parent

Private Wealth Advisor - Vice President

avatar
Fabienne Tremblay-Parent

Wealth Advisor - Vice President

View Contact details (it's free)
Request Profile Removal