Bio
Lee is a Senior Relationship Advisor in Northern’s Wealth Management Advisory group, an integrated team providing a broad range of financial administrative needs. Lee recently joined Northern Trust and has more than 25 years of experience in the financial services industry. As a Senior Relationship Advisor, Lee specializes in delivering our full spectrum of trust and estate advisory and administrative capabilities. Her responsibilities include managing comprehensive and directed corporate fiduciary engagements, providing trust and estate administrative services and delivering guidance, and services to individual fiduciaries. All of these services are integrated within each of our clients' comprehensive financial planning architectures.
Before joining Northern Trust, Lee was a Director of Fiduciary Advisory Services with BMO Family Office, where she managed and administered ultra-affluent individuals, families and family offices across the US.
Lee received her BA in History and Political Science from the University of Illinois and has been a Certified Trust and Fiduciary Advisor (CTFA) since 2007.
