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Austin Lee Email & Phone Number
Senior Vice President, Client Strategist
at
BNY Wealth
1 work email found
@bnymellon.com
LinkedIn matched
✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Senior Vice President, Client Strategist
Location
Denver, Colorado, United States
Company size
Who is Austin Lee? Overview
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Quick answer
Austin Lee is listed as Senior Vice President, Client Strategist at BNY Wealth, a company with 4221 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at bnymellon.com and a matched LinkedIn profile for Austin Lee.
Austin Lee previously worked as Vice President, Client Strategist at Bny Wealth and Vice President and Client Advisor II at Suntrust Private Wealth. Austin Lee holds Master Of Science - Ms, Accounting from North Carolina State University.
Company email context
Email format at BNY Wealth
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{first}.{last}@bnymellon.com
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Profile bio
About Austin Lee
As a Senior Vice President and Client Strategist at BNY Wealth, I advise successful business owners, corporate executives, family offices and the endowments and foundations they support. I provide advice on asset, liability, and cash flow management, the preservation and protection of assets, the transfer of assets intergenerationally and philanthropically, and family legacy and governance. My clients appreciate my entrepreneurial spirit and extensive experience in accounting, finance, and operations.
Listed skills include Special Needs Planning, Wealth Preservation Planning, Retirement Income Strategies, Portfolio Review, and 20 others.
Current workplace
Austin Lee's current company
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Bny Wealth
11 roles
Austin Lee work experience
A career timeline built from the work history available for this profile.
Senior Vice President, Client Strategist
CurrentI am a trusted investment, estate planning, cash management, and debt advisor to UHNW families and the endowments and foundations they support. I am also a trusted partner of accountants, attorneys, private equity and venture capital firms, and insurance providers as we seek to provide my clients with the advice they need to achieve their financial.
Feb 2024 - Present
Senior Vice President, Client Strategist
Jul 2023 - Jan 2024
Vice President, Client Strategist
Aug 2020 - Jun 2023
Vice President And Client Advisor Ii
Suntrust Private Wealth
In 2018, I was promoted to Client Advisor II after finishing as the #2 overall Client Advisor I in the bank. I continued my success in 2019 by finishing as the #1 Client Advisor II. I provided investment, debt, cash management, and estate planning advice to clients. - Appointed Co-Chair of the SunTrust LGBTA Business Resource Group- Created a listening.
Mar 2019 - Aug 2020
Vice President And Client Advisor I
Suntrust Private Wealth
I was recruited to bring my family office, investment, estate planning, cash management, and lending experience to the SunTrust Wealth Management practice.- Won $50 million in new opportunities in the first 6 months.- Built partnerships for internal referrals with top-performing branches, leading to the formal roll out of a partnership platform within the.
Apr 2017 - Mar 2019
Vice President
Recruited to fold my multi-family office into the JP Morgan Private Bank after working successfully with them as a service provider for my clients’ investment, lending, estate planning, and cash management needs.- Developed strong referral relationships with attorneys, accountants, and investment bankers.- Retained all family office clients as I.
Jun 2014 - Jul 2016
President
Harvyst - Multi-Family Office
I founded an outsourced CFO/CMO business where I advised companies and founders on finance, accounting, investment management, lending, operations, organizational structure, and estate planing. This business evolved into a multi-family office.- Advised a social media marketing company that grew from $0 to $40,000 per month in top-line revenue in 12.
Oct 2009 - May 2014
Staff Auditor
I audited complex not-for-profit entities to include: Colleges, Donor Advised Funds, Multi-National Medial Organizations, Endowments, and Foundations.
Jul 2008 - Oct 2009
Senior Tax Associate
I was a member of the Tax Projects Delivery Group, where I was responsible for property tax compliance and appeals for complex property and sales and use tax. My clients were in industries such as: telecommunications, airlines, and manufacturing.- Built a financial model to demonstrate obsolescence in telecommunications equipment.- Served as an expert.
Sep 2006 - Jul 2008
Tax Associate
I was a member of the Tax Projects Delivery Group where I focused on fixed asset and cost segregation studies and property tax.- Calculated catch-up depreciation for a large national movie theatre chain resulting in $2mm in tax savings.- Wrote a white paper on group depreciation for the telecommunications industry.- Assisted the Audit division in SOX.
Aug 2004 - Sep 2006
3 education records
Austin Lee education
Master Of Science - Ms, Accounting
North Carolina State University
Bachelor Of Science - Bs, Business Administration And Management, General
Mars Hill University
High School Diploma
Seventy-First High School
FAQ
Frequently asked questions about Austin Lee
Quick answers generated from the profile data available on this page.
What company does Austin Lee work for?
Austin Lee works for BNY Wealth.
What is Austin Lee's role at BNY Wealth?
Austin Lee is listed as Senior Vice President, Client Strategist at BNY Wealth.
What is Austin Lee's email address?
AeroLeads has found 1 work email signal at @bnymellon.com for Austin Lee at BNY Wealth.
Where is Austin Lee based?
Austin Lee is based in Denver, Colorado, United States while working with BNY Wealth.
What companies has Austin Lee worked for?
Austin Lee has worked for Bny Wealth, Suntrust Private Wealth, Jpmorgan Chase & Co., Harvyst - Multi-Family Office, and Capincrouse Llp.
How can I contact Austin Lee?
You can use AeroLeads to view verified contact signals for Austin Lee at BNY Wealth, including work email, phone, and LinkedIn data when available.
What schools did Austin Lee attend?
Austin Lee holds Master Of Science - Ms, Accounting from North Carolina State University.
What skills is Austin Lee known for?
Austin Lee is listed with skills including Special Needs Planning, Wealth Preservation Planning, Retirement Income Strategies, Portfolio Review, Family Business, Wealth Transfer, Financial Planning, and Wealth Management Services.
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