NEW YORK--(BUSINESS WIRE)--Leading financial advisor Bruce K. Lee today announced that he has partnered with Dynasty Financial Partners to form an independent wealth management firm called Keebeck Wealth Management in Chicago. Mr. Lee worked at Merrill Lynch in Chicago as Managing Director, Private Wealth Manager from 2011 to 2018.
Bruce K. Lee is the Founder & Chief Executive Officer (CEO) - Wealth Advisor of Keebeck Wealth Management. Joining Mr. Lee are the following professionals:
-
Joseph Polakoff
Partner, Wealth Advisor
-
Mathew Klody
Managing Director, CIO
-
Stephanie Roberts
Managing Director, Director of Operations
-
Alexa Hyman
VP, Client Solutions
-
Matthew Carey
Analyst
Mr. Lee and his team have robust and broad industry experience in the areas of portfolio management, estate planning, and tax strategies.
Mr. Lee, the Founder of Keebeck Wealth Management, worked at Merrill Lynch in Chicago as Managing Director, Private Wealth Manager from 2011 to 2018. Since 2007, Mr. Lee has been named to the Barron's "Top 100" and "Top 1200" Financial Advisors," and is currently recognized as a "Financial Times' "Top 400 Financial Advisors" since 2014.
Mr. Lee serves on the Board of Trustees for The University School of Milwaukee and is an active participant in Youth Entrepreneurs. He formerly served on the board of the John G. Shedd Aquarium, and The DuPage Community Foundation.
Keebeck Wealth Management is part of the Dynasty Financial Partners network, one of the industry’s leading advisor platforms. Through Dynasty, Keebeck has access to a full array of investment research, consulting, and proprietary analytical tools.
Dynasty Financial Partners President and CEO Shirl Penney added, “Bruce has received consistent, well-deserved industry recognition as one of the country’s top advisors by both Barron’s and the Financial Times, due to his unwavering dedication to serving his clients. We expect that he and his team at Keebeck Wealth Management will continue to earn accolades as disruptors in the wealth management arena. We are extremely proud and excited to be partnered with this remarkable team, and we welcome them to our Network of independent advisors.”
According to John Sullivan, Director, Network Development at Dynasty Financial Partners, “Bruce and his team have deep ties to the Chicago market and he has developed significant long term relationships with his clients. We believe Bruce’s business model will thrive in the Independent space.”
Among its other resource partners, Keebeck has selected Pershing Advisor Solutions to provide custody services for its clients’ assets and Addepar for performance reporting.
“We are thrilled to be working with Dynasty and Keebeck on this exciting transition,” said Ben Harrison, head of business development at BNY Mellon’s Pershing Advisor Solutions, Keebeck’s primary custodian. “Keebeck, with its strong focus on the ultra-high-net-worth market, fits perfectly with our ideal client profile. We believe our ability to leverage the entire BNY Mellon enterprise and provide a full suite of wealth and liability management solutions will prove to be a competitive advantage for Keebeck as the firm embarks on this new chapter.”
Keebeck is Mr. Lee’s name given by his first generation US immigrant parents and it means “to ascend” in Korean.
About Keebeck Wealth Management
Keebeck Wealth Management is an independent wealth management firm based in Chicago. The firm works with high net worth individuals and families to simplify their financial decision-making by educating them on how to control their capital, by helping them to identify the best path to their true goals, and by creating a focused plan to “step forward.”
To serve the constantly evolving needs of our clients, at Keebeck, the professionals remain flexible and nimble, committed to optionality and speed, focused on intellectual capital and technology, and always seeking to simplify the complex.
Keebeck combines an open platform, digital solutions, and the client-centric focus of the fiduciary standard to empower their wealth management clients to "step forward" in every aspect of their lives.
Keebeck will be headquartered at 150 N. Riverside Plaza, Suite 1850 Chicago, IL 60606
For more information, please visit www.Keebeck.com.
About Dynasty Financial Partners
Dynasty Financial Partners develops, sources and integrates management capabilities for some of the industry’s leading independent investment advisor firms and offers registered investment advisory services. Dynasty’s integrated platform services delivery chassis offers a customized, open-architecture wealth management solutions and technology platform supporting advisors as they protect and grow their clients’ wealth. Dynasty also offers access to capital to help advisors expand, scale and grow their business. Dynasty’s core principle is “objectivity without compromise,” and the firm is committed to crafting solutions that allow investment advisors to act as true fiduciaries to their clients.
Also visit Dynasty on social media:
LinkedIn: https://www.linkedin.com/company/dynasty-financial-partners
Twitter:
@DynastyFP
Youtube: http://bit.ly/1MKXhC8
