Lee Woolley

Senior Executive - Head of Banking Strategy

2021 - Current

Limited Partner

2021

Region President, Mid-Atlantic Region

2014 - 2019

Lee is the Region President for the Mid-Atlantic Region stretching from southern New Jersey through Washington, D.C. and is focused on developing the strategic vision of the business to become the #1 wealth manager in the Mid-Atlantic Region. Lee leads the team’s efforts to meet the complex goals of all clients and external partners. He is responsible for providing his team with the resources needed to retain existing clients as well source and acquire new business. BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than 225 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation’s top 10 wealth managers with an extensive network of offices in the U.S. and internationally. Specialties BNY Mellon Wealth Management’s expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include: • Investment Management • Wealth and Estate Planning • Private Banking • Asset Servicing and Information Management

Managing Director

2012 - 2014

BNY Mellon Wealth Management is among the nation’s leading wealth managers, with more than 225 years’ experience in providing investment management, wealth and estate planning, and private banking services to financially successful individuals and families, family offices, charitable gift programs, endowments and foundations. It is among the nation’s top 10 wealth managers with an extensive network of offices in the U.S. and internationally. Specialties BNY Mellon Wealth Management’s expert capabilities encompass all areas of wealth management and are grounded in centuries of experience. We thoughtfully integrate our capabilities in a way that makes sense for each client, continually expanding our resources to meet future client needs. Our capabilities include: • Investment Management • Wealth and Estate Planning • Private Banking • Asset Servicing and Information Management

Managing Director, National Advisory Services

2010 - 2012

National Advisory Services' mission is to ensure the delivery of comprehensive wealth management services to our clients through our relationship managers. Teams reporting to Lee include: Financial Consulting, Family Business, Real Estate & Agricultural Services, Oil & Gas, Family Governance & Education, and Tax Counsel.

President, Northern Trust Bank of Massachusetts

2005 - 2010

Responsible for all banking, trust, and investment activities in New England.