Located in Chicago, Illinois, Bruce K. Lee is the Founder and CEO of Keebeck Wealth Management, where he also serves as a Wealth Adviser. Keebeck Wealth Management provides unparalleled access to proprietary intellectual capital as well as personal and corporate resources who can offer invaluable information and opportunities for its clients.
The firm leverages over 200 years of investment management and financial planning experience from its team of passionate, seasoned professionals. It currently has over $950 million in assets under management.
Previously, Mr. Lee worked at Merrill Lynch in Chicago as its Managing Director and Private Wealth Manager from 2011 to 2018.
Since 2007, he has been named to a number of prestigious financial industry lists highlighted by the Barron’s “Top 100” and “Top 1200″ Financial Advisors,” and his current status where he is recognized as a “Financial Times’ “Top 400 Financial Advisors” an honor he has held since 2014.
Expect Bruce K. Lee to continue to passionately share his robust and broad industry experience in the areas of portfolio management, estate planning, and tax strategies, as he helps his clients to make the most out of their wealth.
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