Lee Miller

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Profile

Prior to joining Glenmede, Ms. Miller was a member of the Management Team of Threshold Group, a multi-family office.
Before then, from 1987 until 2005, she was a Managing Director and Senior Fiduciary Officer for U.S.
Trust’s Wealth Management Group in New York.
She is an attorney and Certified Trust and Financial Advisor.
She has written and lectured on fiduciary and wealth management topics and teaches a Trust Administration course for the American Law Institute-American Bar Association.
In 2009, she was sworn in at the US Supreme Court.
Ms. Miller graduated from the University of Pennsylvania, cum laude, with a degree in American History.
She is on the Dean’s Advisory Committee at Emory University School of Law, where she received her law degree.
She is a docent at the Metropolitan Museum of Art and serves on the Museum’s Capital Campaign Committee and Professional Advisory Council.

Former positions of Lee Miller

Companies	Position	End
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Corporate Officer/Principal	2005-05-31
National Westminster Bank NJ National Westminster Bank NJ Major BanksFinance Provides national commercial banking services	Corporate Officer/Principal	1986-12-31
Chase Manhattan Bank USA NA Chase Manhattan Bank USA NA Major BanksFinance Provides commercial banking services	Corporate Officer/Principal	1984-12-31
Threshold Group LLC Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies.	Corporate Officer/Principal	-

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Education of Lee Miller

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Linked companies

Private companies	6
Chase Manhattan Bank USA NA Chase Manhattan Bank USA NA Major BanksFinance Provides commercial banking services	Finance
University of Pennsylvania University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Emory University Emory University Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
United States Trust Co., NA United States Trust Co., NA Major BanksFinance Provides banking services	Finance
Threshold Group LLC Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies.	Finance
National Westminster Bank NJ National Westminster Bank NJ Major BanksFinance Provides national commercial banking services	Finance

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