Lee joined JTC in 2017 with JTC’s acquisition of Merrill Lynch’s international trust division.
In his role as office head and Director of the Isle of Man office Lee’s responsibility is to handle complex and technical trust matters and to assist with the development of new client relationships. In addition, Lee is responsible for ensuring JTC in the Isle of Man is keeping up to date and adhering with changes in the regulatory environment.
In Lee’s 19 years at Merrill Lynch he headed various projects including the divestiture of trust structures to Julius Baer following the sale of international private client business. Prior to that Lee headed various trust administration teams, working his way up from Trust Administrator.