Kay G. Lee

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 Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.	Corporate Officer/Principal	2007-12-31
Aperio Group LLC Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds.	Sales & Marketing	-

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Training of Kay G. Lee

Vassar College

Undergraduate Degree

Experiences
Positions held

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Inactive

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Private companies

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Connections

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1st degree companies

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Female

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Linked companies

Private companies	2
Aperio Group LLC Aperio Group LLC Investment ManagersFinance Aperio Group LLC is a SEC-registered investment advisor and wealth management firm headquartered in Sausalito, California. The firm was founded in 1999 by Patrick Geddes, Guy Lampard, Robert Newman, and Paul Solli. They are owned by Aperio Holdings LLC, ultimately owned by Blackrock, Inc. (NYSE: BLK). Aperio Group manages domestic, international, and global equity portfolios for high-net-worth individuals, institutions, and intermediaries such as wealth managers, consultants, and family offices. In addition, the firm advises a very limited number of individual clients on asset allocation and fund selection. They also advise a limited number of ERISA clients, and provide sub-advisory investment management services to registered mutual funds and pooled investment vehicles, including private funds.	Finance
Wells Fargo Bank NA Wells Fargo Bank NA Major BanksFinance Wells Fargo Bank, NA provides investment advisory services. It offers banking, insurance, investments, mortgage, and consumer finance services. The company is headquartered in Sioux Falls, SD.	Finance