Paul E. Lee

Paul E. Lee, CPWA®, CEPA®, CRPC®, CRPS® is an Executive Director and Private Wealth Advisor at UBS, where they have served since 2009. With over three decades of experience, Paul previously held the position of Senior Resident Director at Merrill Lynch, overseeing a team of 23 financial advisors and earning multiple accolades, including Merrill Lynch Resident Director of the Year. Paul also contributed to the Presbyterian Foundation as Chairman of the Investment Committee from 2008 to 2018 and began their career as a Certified Public Accountant specializing in real estate and non-profits. They earned their degree from the Kelley School of Business at Indiana University between 1986 and 1990.