Yani D. Lee, TO
Yani Lee is Vice President and Senior Wealth Manager in the New York region of BNY Mellon Wealth Management. In this role, her focus is on client specific strategies and successfully constructing investment portfolios to meet client expectations.
Ms. Lee joined BNY Mellon in 2006 as a portfolio manager and has more than 25 years of financial industry experience. Prior to joining the Firm, she was a portfolio manager with U.S. Trust and JP Morgan Chase.
Yani earned her bachelor’s degree in Economics from Trinity College, Hartford, Connecticut and her Master of Business Administration in Finance from New York University’s Stern School of Business.
Ms. Lee provides career mentoring to students in the Harborfields School District as a member of its Industry Advisory Board, and supports various community activities on Long Island. She is also a member of the Estate Planning Council of Nassau County and the BNY Mellon Wealth Management Tri-State Diversity & Inclusion Council.