![Kay G. Lee](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profil
Ms. Lee represents Aperio’s services to family offices and wealth advisors outside the San Francisco Bay area.
Her prior experience includes 20 years at Bankers Trust Company, based in NY, London and Greenwich CT.
Her broad experience has encompassed both international banking, with clients in Asia, Africa, and England, and fiduciary services.
She has served clients including family offices, and earlier in her career, large institutional clients including CALPERS, McKesson, ICI, and Royal Dutch Shell among others, both in the U.S.
& Europe.
She has been active in civic affairs and is currently an active board member of the Lark Theater, a nonprofit, single screen community film center.
Ms. Lee is a graduate of Vassar College, with a B.A. in Political Science.
Ehemalige bekannte Positionen von Kay G. Lee
| Unternehmen | Position | Ende |
|---|---|---|
Wells Fargo Bank NA
 Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Corporate Officer/Principal | 01.01.2008 |
Aperio Group LLC
 Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Vertrieb & Marketing | - |
Ausbildung von Kay G. Lee
Erfahrungen
Besetzte Positionen
Aktive
Inaktive
Börsennotierte Unternehmen
Private Unternehmen
Beziehungen
37
Beziehungen ersten Grades
3
Unternehmen ersten Grades
Herr
Frau
Aufsichtsräte
Führungskräfte
Unternehmensverbindungen
| Private Unternehmen | 3 |
|---|---|
Wells Fargo Bank NA
Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank | Finance |
Aperio Group LLC
Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios. | Finance |
Vassar College
 Vassar College Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
