Member Directory
Yani D. Lee, TO
Senior Vice President, Senior Wealth Manager
BNY Wealth
1001 Franklin Avenue
Suite 112
Garden City, NY 11530
Additional Information: Yani Lee is a Senior Vice President and Senior Wealth Manager in the Northeast region of BNY Mellon Wealth. In this role, her focus is on client specific strategies and successfully constructing investment portfolios to meet client expectations. Yani joined BNY in 2006 as a wealth manager and has more than 35 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.
