Kay G. Lee

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Finance

Consumer Services

Profile

Ms. Lee represents Aperio’s services to family offices and wealth advisors outside the San Francisco Bay area.
Her prior experience includes 20 years at Bankers Trust Company, based in NY, London and Greenwich CT.
Her broad experience has encompassed both international banking, with clients in Asia, Africa, and England, and fiduciary services.
She has served clients including family offices, and earlier in her career, large institutional clients including CALPERS, McKesson, ICI, and Royal Dutch Shell among others, both in the U.S.
& Europe.
She has been active in civic affairs and is currently an active board member of the Lark Theater, a nonprofit, single screen community film center.
Ms. Lee is a graduate of Vassar College, with a B.A. in Political Science.

Former positions of Kay G. Lee

Companies	Position	End
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank	Corporate Officer/Principal	2007-12-31
Aperio Group LLC Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios.	Sales & Marketing	-

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Linked companies

Private companies	3
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Operates as a nationally chartered commercial bank	Finance
Aperio Group LLC Aperio Group LLC Investment ManagersFinance Aperio Group’s separately managed equity portfolios consist of stocks with the objective that the portfolio perform in line with the selected index benchmark. The firm uses quantitative models and tools to incorporate client specifications for benchmark, Factor Tilts, SRI/ESG values, and tax management. They use broad universes consisting of stocks that are screened for liquidity and capitalization to create portfolios.	Finance
Vassar College Vassar College Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services

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