Pennsylvania Trust

DIRECT PHONE: 610-975-4307
EMAIL: lee@penntrust.com

Bucknell University, BA, Psychology

Mr. Lee is Senior Vice President at Pennsylvania Trust. His principal responsibilities are as a portfolio manager and as a member of the investment team that develops and implements investment policy, strategy, and security selection.

Mr. Lee began his investment management career in 1983 as a registered representative with Smith Barney, Harris Upham and Co. in Philadelphia. Subsequently, he worked for Wolf Webb Burke & Campbell, a boutique equity and fixed income investment manager, and he later served as Vice President of Rorer Asset Management where he was responsible for new business development in the Northeastern region of the U.S. In 2000, Mr. Lee joined Brown Brothers Harriman where he served as a senior relationship manager advising high net-worth families and small and medium size endowments on all aspect of their investment and wealth management needs.

Mr. Lee serves on the board of managers of the Philadelphia City Institute, a supporting organization of the Free Library of Philadelphia, where he is the chairman of the finance committee. In addition, he is secretary of the board of the Schuylkill Center for Environmental Education where he chairs the investment committee. Mr. Lee has also served on the board of trustees of his alma mater, Chestnut Hill Academy. He is a member of the Philadelphia Estate Planning Council.