![Lee Miller](data:image/svg+xml,<svg xmlns="http://www.w3.org/2000/svg" width="16" height="16" fill="%231b1b1b" class="bi bi-person-fill" viewBox="0 0 16 16"><path d="M3 14s-1 0-1-1 1-4 6-4 6 3 6 4-1 1-1 1zm5-6a3 3 0 1 0 0-6 3 3 0 0 0 0 6"/></svg>)
Profiel
Prior to joining Glenmede, Ms. Miller was a member of the Management Team of Threshold Group, a multi-family office.
Before then, from 1987 until 2005, she was a Managing Director and Senior Fiduciary Officer for U.S.
Trust’s Wealth Management Group in New York.
She is an attorney and Certified Trust and Financial Advisor.
She has written and lectured on fiduciary and wealth management topics and teaches a Trust Administration course for the American Law Institute-American Bar Association.
In 2009, she was sworn in at the US Supreme Court.
Ms. Miller graduated from the University of Pennsylvania, cum laude, with a degree in American History.
She is on the Dean’s Advisory Committee at Emory University School of Law, where she received her law degree.
She is a docent at the Metropolitan Museum of Art and serves on the Museum’s Capital Campaign Committee and Professional Advisory Council.
Eerdere bekende functies van Lee Miller
| Bedrijven | Functie | Einde |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance Provides banking services | Corporate Officer/Principal | 01-06-2005 |
National Westminster Bank NJ
 National Westminster Bank NJ Major BanksFinance Provides national commercial banking services | Corporate Officer/Principal | 01-01-1987 |
Chase Manhattan Bank USA NA
 Chase Manhattan Bank USA NA Major BanksFinance Provides commercial banking services | Corporate Officer/Principal | 01-01-1985 |
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies. | Corporate Officer/Principal | - |
Opleiding van Lee Miller
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Connecties
90
Eerstegraads connecties
6
Bedrijven verbonden in de eerste graad
Man
Vrouw
Besturend
Uitvoerend
Verwante bedrijven
| Bedrijven in privébezit | 6 |
|---|---|
Chase Manhattan Bank USA NA
Chase Manhattan Bank USA NA Major BanksFinance Provides commercial banking services | Finance |
University of Pennsylvania
 University of Pennsylvania Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
Emory University
 Emory University Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance Provides banking services | Finance |
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Threshold Group works with each client to develop an appropriate allocation of assets among asset classes including, but not necessarily limited to equities, fixed income securities, commodities, currencies and real estate. The firm provides advice concerning the structure of a client’s portfolio but not with respect to underlying securities. Threshold Group recommends strategies that come in different investment structures including separately managed accounts, private investment funds, mutual funds and ETFs to make portfolio investments in based on each client's specified investment objectives. The firm maintains a strategic relationship with Portfolio Advisors LLC through which they offer clients access to private equity funds sponsored by Portfolio Advisors LLC. In addition, Threshold Group may recommend one or more separate account overlay programs to access investment managers they recommend to clients. In these overlay programs, the client enters into a discretionary investment advisory agreement with Threshold Group. Threshold Group has entered into investment management agreements with overlay managers to implement the underlying strategies. | Finance |
National Westminster Bank NJ
National Westminster Bank NJ Major BanksFinance Provides national commercial banking services | Finance |
