Lee Parker is a Vice President and Private Client Associate with U.S. Trust, Bank of America Private Wealth Management. Lee works closely with individuals, families, and institutions, developing integrated wealth and investment management strategies to help advance their financial objectives. Lee builds a team of U.S. Trust® specialists around each client, selecting a portfolio manager, wealth strategist, private client manager, trust officer, and private banking specialist, as appropriate. She spearheads in-depth analysis of a client’s family, business, and philanthropic priorities, leveraging the intellectual capital of the bank. Maintaining a personal touch, being readily accessible and keeping clients informed are distinctive elements of her role.
Prior to joining U.S. Trust, Lee served as the Senior Director, Philanthropic Advisory Services for The Community Foundation for the National Capital Region, one of the largest community foundations in the nation. Lee spent 17 years working for local and regional foundations in the greater Washington region, where she held several senior-level positions overseeing multi-million dollar community investment portfolios. Lee earned her Bachelor of Arts degree from the University of Maryland University College with a concentration in Communications.