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Lee, Bo

Title(s): Wealth Manager – Senior Director

As a trusted advisor, I work with private clients and foundations to deliver customized wealth management solutions utilizing the extensive array of services available at BNY Mellon. My top priority is to put my clients first by building genuine relationships, offering valued advice and providing outstanding client service. I lead our wealth advisory teams and I’m a member of the leadership team that drives the strategic vision and business strategies for the West region.

In my 20 year tenure in the wealth management industry, I am the most proud of our high client retention rating and the deep relationships that I have built with my clients and their professional advisors.

Specialties:
Wealth Management
Investment Management
Financial Planning
Philanthropic Planning
Private Banking
Fiduciary Services 


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Company Name: BYN Mellon
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