SEATTLE--(BUSINESS WIRE)-- Bo Lee, vice president and senior wealth manager with BNY Mellon Wealth Management, will be recognized as one of the Puget Sound Business Journal’s 2017 Forty Under 40 award recipients for her commitment to business growth and retention, professional excellence, corporate diversity and community service at the Honoree Luncheon on September 28th at Benaroya Hall.
Lee leads one of BNY Mellon Wealth Management’s largest wealth advisory teams and is a member of the leadership team that drives strategic vision for the Pacific Northwest. She specializes in providing holistic wealth management solutions and customizing investment portfolios for individuals, families and nonprofit clients in Seattle. Lee joined BNY Mellon Wealth Management in 2008 and during her nine year tenure has received the CEO Referral Leader of the Year Award for four consecutive years. In addition to her role as senior wealth manager, she leads the diversity council for the West Coast.
In addition to her work with BNY Mellon Wealth Management, Lee is recognized for her nonprofit leadership and board participation. She created the Diversity initiative for the Washington Women’s Foundation, serves as a Leadership Council member for the Asia Society, and is a board member and supporter of the Wing Luke Museum, as well as the Asian/American and Pacific Islands Philanthropy Association.
“It's an honor to have been selected for this award and to be included among some of the finest business professionals in the area,” said Lee. “I’m appreciative of my team at BNY Mellon Wealth Management, whose support and collective expertise allows us to best serve our clients and has enabled me to reach many of my professional goals.”
Following the award presentation event, Lee and the other award recipients will be featured in a special publication distributed in the September 29th edition of the Puget Sound Business Journal. This year marks the award program’s 19th anniversary.
For more information about the Forty Under 40 awards program, the complete list of the honorees, or to register to attend the awards reception, visit https://www.bizjournals.com/seattle/special/2017/4040seattle17 or contact Monica Alquist at firstname.lastname@example.org or 206-876-5404.
About BNY Mellon Wealth Management
BNY Mellon Wealth Management is a leading wealth manager. In 2016, it was named by Family Wealth Report as the top U.S. Private Bank and rated the Top Private Bank for Family Offices by Professional Wealth Management magazine. Barron’s ranked it the 8th largest U.S. wealth manager in 2016. The firm has more than two centuries of experience in providing services to clients who today include financially successful individuals and families, their family offices and business enterprises, planned giving programs, and endowments and foundations. It has nearly $216 billion in total private client assets, as of June 30, 2017, and an extensive network of offices in the U.S. and internationally. BNY Mellon Wealth Management, which provides investment management, custody, wealth and estate planning and private banking services, conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. For more information go to bnymellonwealth.com or follow us on Twitter @BNYMellonWealth.
About BNY Mellon
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of June 30, 2017, BNY Mellon had $31.1 trillion in assets under custody and/or administration, and $1.8 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK). Additional information is available on www.bnymellon.com. Follow us on Twitter @BNYMellon or visit our newsroom at www.bnymellon.com/newsroom for the latest company news.
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Lucy Muscarella, 617-312-6411
Source: BNY Mellon Wealth Management