Brian F. Lee, CFA, CAIA, CFP® in

Brian F. Lee, CFA, CAIA, CFP®

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Senior Vice President, Private Client Advisor at City National Bank
📍 New York City Metropolitan Area, United States

Professional overview including current role context, leadership scope, domain focus, and career trajectory to help you understand background relevance before outreach.

Key behavioral and communication insights including interaction style, decision-making tendencies, and motivation drivers to tailor messaging and personalize conversations.

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Experience
15 Years
Current Role
Senior Vice President, Private Client Advisor
Job Level
Leadership
Location
New York City Metropolitan Area, United States
Personality Overview

How Brian shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Brian cares about

Strategic Priorities
Topic insights and context to help personalize outreach and discovery conversations.
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Career

Work history

11-2024
Senior Vice President, Private Client Advisor
City National Bank
10-2019 - 10-2024
Vice President, Senior Portfolio Manager
U.S. Bank
11-2018 - 10-2019
Vice President of Portfolio & Wealth Advisory
BBR Partners
1-2015 - 11-2018
Assistant Vice President, Portfolio Manager
U.S. Bank
7-2011 - 1-2015
Advisor Associate
Joel Isaacson & Co., LLC
In the press

Media appearances

Media appearances and press coverage highlighting public visibility and thought leadership.
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Education
Bachelor of Business Administration (BBA)
Baruch College
Transfer
Stony Brook University
Education details unavailable
The Bronx High School of Science
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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