Speaker Profile

Headshot of <b>Michael Lee</b>

Michael Lee

Partner, Global Leader Wealth & Asset Management
EY
Description of Office/Practice Financial Services Office, Wealth & Asset Management practice Function in EY Mike serves as the Global Leader for the Wealth & Asset Management practice. He is based in New York. Professional experience and clients  As the Global Leader, Mike is responsible for the strategic direction and market execution plan for WAM across all service lines and geographies, establishing a vision for the future of the industry and drive the development of new offerings and evolution of service delivery across our people, technology and platforms. Mike has more than 30 years of experience working with asset managers, asset owners, wealth managers, public and private investment funds, and related asset servicing organizations.  Mike’s experience includes evaluating potential capital markets transactions for asset managers, as well as providing structuring and strategy advice on products, infrastructure and controls. Mike currently leads the Investor Cross-Sector Ecosystem which focuses on common strategic priorities and related activities across asset managers, insurers, pensions, sovereign wealth funds, private equity and infrastructure/real estate managers.  Mike has served as the lead client service partner and concurring partner for many of the largest and well-known traditional and alternative asset management organizations. Current client responsibilities include: Senior Advisory Partner for Blackrock, Blackstone, Principal Financial and Tudor Investment Corp.  Mike is a member of the Firm’s Chairman/CEO’s Global Practice Group and Global Financial Services Markets Executive leadership team.  He is a frequent speaker at industry events and senior executive forums. Education University of Nebraska-Lincoln, BS Certified Public Accountant (New York, Missouri) Member of the American Institute of Certified Public Accountants Personal interests Enjoys spending time with his wife and three sons, coaching, outdoor activities and traveling.