- Wealth Management Experience Since 1989Michael Lee is a Managing Director and Regional Business Leader of First Republic Private Wealth Management. Mr. Lee joined First Republic in 2019 and oversees the Wealth Managers of the New York and Florida regions. He is responsible for integrating and supporting investment management, financial planning, banking, trust and alternative investment solutions. He is also responsible for recruiting and collaborating across all areas of the bank. Prior to joining First Republic, Mr. Lee held senior roles at JP Morgan, Smith Barney and Merrill Lynch over a 32 year period.
- Community InvolvementMr. Lee serves on the Board of Directors of Long Island Youth Mentoring and lives in Cold Spring Harbor, New York.
- EducationMr. Lee earned his B.S. in Accounting , 1987 from Indiana University. He was a member of the Indiana University Football Team.
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