Profil
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.
Anciens postes connus de Lee Miller
| Sociétés | Poste | Fin |
|---|---|---|
United States Trust Co., NA
 United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Corporate Officer/Principal | 01/06/2005 |
National Westminster Bank NJ
 National Westminster Bank NJ Major BanksFinance National Westminster Bank NJ is a company based in DE. | Corporate Officer/Principal | 01/01/1987 |
| Chase Manhattan Bank USA NA | Corporate Officer/Principal | 01/01/1985 |
Threshold Group LLC
 Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Corporate Officer/Principal | - |
Formation de Lee Miller
| Emory University | Undergraduate Degree |
| University of Pennsylvania | Undergraduate Degree |
Expériences
Fonctions occupées
Relations
Relations au 1er degré
Entreprises liées au 1er degré
Homme
Femme
Administrateurs
Exécutifs
Sociétés liées
| Entreprise privées | 4 |
|---|---|
Threshold Group LLC
Threshold Group LLC Investment ManagersFinance Founded in 1999, Threshold Group LLC is a wealth management firm and registered investment advisor located in Gig Harbor, Washington. The firm is primarily owned by RT Management LLC, which is primarily owned by the 2006 Threshold Return of Capital Trust. Threshold Group provides investment advisory services to ultra high net-worth families, especially large, complex, multigenerational families; large family foundations; and high net-worth individuals and families. | Finance |
United States Trust Co., NA
United States Trust Co., NA Major BanksFinance On April 12, 1853, the New York State legislature passed a bill chartering the United States Trust Co. of New York with the mission of serving as manager, executor and trustee of personal and corporate funds. They opened for business in New York City in August of that year. US Trust has divisions in Connecticut, New York, New Jersey, Pennsylvania, North Carolina, Florida, Texas, Oregon, California, Washington, and the District of Columbia. The firm also owns Campbell Cowperthwait, which manages growth-oriented portfolios for U.S. Trust's institutional clients. | Finance |
National Westminster Bank NJ
National Westminster Bank NJ Major BanksFinance National Westminster Bank NJ is a company based in DE. | Finance |
| Chase Manhattan Bank USA NA | Finance |
