Bo Lee has over 20 years of experience in the financial industry, working with some of the top wealth management firms in the country. Bo currently serves as the Director at United Way of King County, where they oversee the organization's financial operations and provides strategic guidance to the Board of Directors.
Prior to their current role, Bo held senior positions at BNY Mellon and Morgan Stanley, where they provided wealth management solutions and custom investment portfolios for high net worth individuals, families and institutions. Bo also served as head of asset allocation for Nelson Braun Group at Morgan Stanley, one of the nation's top 100 wealth advisors.
Bo Lee is a dedicated and experienced financial professional who has a proven track record of helping clients achieve their financial goals. Bo is committed to providing quality advice and service to those who entrust their finances to him.
Bo Lee has a Bachelor of Arts in Economics from the University of Washington and is a 2017 PSBJ 40 Under 40 recipient.