Profile
Mr. Bruce K.
Lee is a Founder & Chief Executive Officer at Keebeck Partners LLC.
As a Wealth Advisor, he draws on his extensive knowledge of multi-generational wealth creators to determine the role an advisor can serve in a client relationship.
With 33 years of investment experience alongside some of the worlds largest financial institutions, he leads Keebeck with a vision of empowering clients through a transition of being the CEO of their company to becoming CEO of their capital.
Mr. Lee was previously employed as a Managing Director by Merrill Lynch Capital Corp.
In the past, he was named to the Barron’s “Top 100 Financial Advisors” list every year since 2007, the Barron’s “Top 1,200 Financial Advisors” list in 2015, 2016, 2017, and 2018 and the Financial Times’ “Top 400 Financial Advisors” in 2014.
Bruce Keebeck Lee active positions
| Companies | Position | Start |
|---|---|---|
Keebeck Partners LLC
 Keebeck Partners LLC Investment ManagersFinance Keebeck Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Bruce K. Lee in 2018 and they do-business-as Keebeck Wealth Management. Keebeck Partners offers comprehensive wealth management solutions to corporate executives, private business owners, entrepreneurs, and their multi-generational families. | Chief Executive Officer | 2018-06-30 |
Former positions of Bruce Keebeck Lee
| Companies | Position | End |
|---|---|---|
Merrill Lynch Capital Corp.
 Merrill Lynch Capital Corp. Investment Banks/BrokersFinance Merrill Lynch Capital Corp. provides various financing services. The company is headquartered in New York, NY. | Corporate Officer/Principal | - |
Experiences
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1st degree connections
1st degree companies
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Female
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Linked companies
| Private companies | 2 |
|---|---|
Merrill Lynch Capital Corp.
Merrill Lynch Capital Corp. Investment Banks/BrokersFinance Merrill Lynch Capital Corp. provides various financing services. The company is headquartered in New York, NY. | Finance |
Keebeck Partners LLC
Keebeck Partners LLC Investment ManagersFinance Keebeck Partners LLC is an independent, SEC-registered investment advisor and wealth management firm headquartered in Chicago, Illinois. The firm was founded by Bruce K. Lee in 2018 and they do-business-as Keebeck Wealth Management. Keebeck Partners offers comprehensive wealth management solutions to corporate executives, private business owners, entrepreneurs, and their multi-generational families. | Finance |
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