Lee joined Mid Atlantic in 2004 and currently serves as Vice President of Trust and Custody Operations where he is responsible for leading the trust trading, unitization, CIT and reconciliation teams for the trust company.
Throughout his tenure at Mid Atlantic, Lee has held various positions with the firm. He started in Product Management and was responsible for reconciliation and performance reporting for high net worth clients. In 2009, Lee moved to the trust department where he served as relationship manager for our institutional trust partners. In this role, he worked in a consultative fashion to help our trust partners grow their books of business and streamline their operations. In 2019, Lee was promoted to his current position as Vice President of Trust and Custody Operations.
Lee received his B.A. in Finance/Economics from Robert Morris University and is an Accredited Investment Fiduciary®. He currently holds the Series 99 Operations Professional securities license.