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As the founder of Keebeck Wealth management, Bruce k. Lee Chicago encourages his clients to become the CEO of their capital. He lives in Chicago and contributes to local community development. He previously served on the John G. Shedd Aquarium board and is a member of the University School of Milwaukee Board of Trustees.
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Wealth Management Firm Chicago-based Wealth Management firm, Keebeck Wealth Management, was created by Bruce Lee, a Wealth Advisor with over 33 years of experience in portfolio management. Mr. Lee serves his clients and community with enthusiasm and a passion for education.
Investment Experience Bruce K. Lee is a wealth advisor who brings over 33 years of investment experience to his companyKeebeck Wealth Management. He is the son of first-generation immigrants and established his company using his given name at birth, which means to ascend.
Local Community Development As the founder of Keebeck Wealth management, Bruce Lee encourages his clients to become the CEO of their capital. He lives in Chicago and contributes to local community development.
University School of Milwaukee Board A prominent Wealth Advisor and the owner of Keebeck Wealth Management, Bruce K. Lee Chicagobelieves in giving back to the community and currently sits on the Board of Trustees for the University School of Milwaukee.
Top 1,200 Financial Advisors Wealth Advisor Bruce K. Lee was listed on Barron’s list, the Top 1,200 Financial Advisors, from 2015 to 2018. He has robust experience with high-worth portfolio management and estate planning.
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