Northern Trust has appointed Michael S Lee as Senior Vice President and Regional Wealth Advisor in the Chicago office.
Lee joins a growing practice focused on building and implementing goals-based wealth plans for ultra-high-net worth clients. He joins existing Regional Wealth Advisors, Mary Ann Sisco and Rebecca J McDade.
“Michael’s vast experience in comprehensive wealth planning will add significantly to our ability to deliver goals-based financial advice to our most complex clients,” says Ron Mallicoat, Chicago Market President and Group Managing Director, Wealth Management. “Michael’s expertise adds to our already substantial experience working with business owners, family businesses, private equity and hedge fund principals, real estate entrepreneurs and multi-generational families.”
Before joining Northern Trust, Lee was a Senior Vice President at Abbot Downing, the multi-family office group for Wells Fargo, where he led the Chicago office. He has almost 25 years of experience as an attorney and wealth advisor focusing on income and transfer tax planning and wealth management for ultra-high-net worth individuals and families. Prior to Abbot Downing, Lee was a partner at William Blair where he led the Corporate and Executive Services group, focusing on the unique wealth issues that confront owners and executives of private and public companies. Before joining William Blair, Lee was a partner with a Chicago-based law firm, where he specialised in tax and estate planning for wealthy individuals, families and privately-held companies.
Lee received his law degree from Tulane Law School and also holds a master’s degree in law from the Chicago Kent College of Law. Lee received a bachelor’s and master’s degree from Tulane University, where he studied electrical engineering.
Lee will be based in Northern Trust’s Chicago office at 50 South La Salle Street.