Bruce Lee

Bruce is the Founder of Keebeck Wealth Management, and the source of its namesake. Keebeck, Bruce’s given name by his first-generation US immigrant parents, means “to ascend.”
As a Wealth Advisor, Bruce draws on his extensive knowledge of multi-generational wealth creators to determine the role an advisor can serve in a client relationship. With 35 years of investment experience alongside some of the world’s largest financial institutions. Bruce leads Keebeck Wealth Management with a vision of empowering clients through a transition of being the CEO of their company to becoming CEO of their capital.
In the past, Bruce was named to the Barron’s “Top 100 Financial Advisors” list every year since 2007, the Barron’s “Top 1,200 Financial Advisors” list in 2015, 2016, 2017, and 2018 and the Financial Times’ “Top 400 Financial Advisors” in 2014. While working with Credit Suisse from 2004 through 2011, Bruce also served as a member and participant on the Global Products and Services Committee representing the Americas.
Bruce served on the Board of Trustees for The University School of Milwaukee, the John G. Shedd Aquarium, and The DuPage Community Foundation. Bruce and his wife, Jennifer, along with their two daughters, Mia and Lauren, live in Chicago, Illinois.
University of Wisconsin- Madison, 1981-1985 – Communications and Journalism Business Background:

● Keebeck Wealth Management LLC, Managing Member, Founder and Chief Executive Officer, 05/2018 – Present

● Merrill Lynch, Pierce, Fenner & Smith Incorporated, Managing Director, Private Wealth Management, 10/2011 -05/2018

● Credit Suisse Securities (USA) LLC, Managing Director, 08/2004 – 10/2011

● Morgan Stanley & Co. Incorporated, Director – Investment Representative, 07/2000 – 08/2004