Asset Servicing Expert
Practice Lead, Retirement Solutions
Lee is Practice Lead for the retirement solutions group at Northern Trust Asset Management. He is responsible for the development and distribution of investment solutions and research content designed for the institutional and intermediary retirement markets.
Previously, Lee was a senior product manager for liability driven investments and for taxable fixed income within Northern Trust Asset Management. Prior to this assignment, he was an investment consultant in the Global Family Office business, providing investment solutions to high net worth individual and families. In this position, Lee was responsible for consultative services such as asset allocation, and manager search and selection, for several wealth management relationships as well as the analysis and delivery of investment manager performance information.
Lee’s 30 years in the financial services industry include 29 years at Northern Trust, as well as prior experience at SEI. Lee received his B.S. in finance and his MBA in management accounting from DePaul University. He has attained his FINRA Series 7 and 63 registrations.
Lee is an active member of the Defined Contribution Institutional Investment Association (DCIIA) where he serves as a member of the Editorial Review Board and is the immediate past chair of the Global Committee.