Bruce Lee
Chicago,IL
Overview
39
39
years of professional experience
Work History
Founder and CEO
Keebeck Wealth Management
07.2018 - Current
- Client Strategy Meetings: Conducts daily strategy sessions with clients to discuss portfolio performance, family goals, trust/estate updates, and liquidity events.
- Internal Team Huddles: Hosts morning stand-ups with key team leaders across investment, operations, and client service to review daily priorities and ensure alignment across client needs.
- Prospect & Referral Calls: Engages in business development calls with prospective families, centers of influence, and strategic partners to grow the firm’s client base and deepen trusted advisor relationships.
- Investment Oversight: Reviews daily market commentary, and Investment Committee to assess portfolio construction, manager performance, and macroeconomic risks.
- Talent Mentoring & Recruiting: Actively mentors senior advisors and rising talent. Reviews recruiting pipelines and meets with potential hires to ensure cultural and professional fit.
- Board & Investor Relations: Participates in advisory board discussions and communicates with external investors and key stakeholders about the firm’s strategic direction.
Advisor
Merrill Lynch
01.2011 - 01.2018
Advisor
Credit Suisse Securities (USA) LLC
01.2004 - 01.2011
Advisor
Morgan Stanley & Co.
01.2000 - 01.2004
Advisor
UBS Warburg LLC
01.1998 - 01.2000
Advisor
Bear, Stearns & Co. Inc.
01.1995 - 01.1998
Advisor
Lehman Brothers Inc.
01.1990 - 01.1995
Advisor
JMS Securities L.P.
01.1989 - 01.1990
Advisor
Bear, Stearns & Co. Inc.
01.1986 - 01.1989
Education
Bachelor of Science -
University of Wisconsin, Madison
Madison, WITimeline
Founder and CEO
Keebeck Wealth Management
07.2018 - Current
Advisor
Merrill Lynch
01.2011 - 01.2018
Advisor
Credit Suisse Securities (USA) LLC
01.2004 - 01.2011
Advisor
Morgan Stanley & Co.
01.2000 - 01.2004
Advisor
UBS Warburg LLC
01.1998 - 01.2000
Advisor
Bear, Stearns & Co. Inc.
01.1995 - 01.1998
Advisor
Lehman Brothers Inc.
01.1990 - 01.1995
Advisor
JMS Securities L.P.
01.1989 - 01.1990
Advisor
Bear, Stearns & Co. Inc.
01.1986 - 01.1989
Bachelor of Science -
University of Wisconsin, Madison
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