Northern Trust has strengthened its Wealth Advisory Services group, which specializes in serving HNW clients, in New York by hiring Paul Lee as senior regional wealth advisor.
As a senior vice president and senior regional wealth advisor, Lee will report to John Hoffman, head of Northern Trust Wealth Management’s greater New York region.
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Lee has an experience of over 20 years in tax, estate planning and investment experience in the US as well as UK.
Prior to Northern Trust, he held the role of national managing director, wealth management group & global family office group, in AB Bernstein Private Wealth Management’s New York office.
At AB Bernstein, Lee was responsible for offering customised wealth planning solutions for family offices as well as ultra-high-net-worth clients.
He also served as a partner in the tax, estate planning and wealth protection group at Smith, Gambrell & Russell.
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