Chip Lee

Managing Director, Senior Portfolio Manager, Fiduciary Trust International

Role: Managing Director, Senior Portfolio Manager at Fiduciary Trust International
Location: Wayne, PA, US
LinkedIn followers: 500 followers

Finance & AccountingView LinkedIn profile

About Chip Lee

Mr. Lee is a Managing Director, Senior Portfolio Manager at Fiduciary Trust…

Experience

Managing Director, Senior Portfolio Manager
Fiduciary Trust International
Nov 2012 — Present · Radnor, PA, US

Education

Bucknell University
Bachelor of Arts (B.A.)

Skills

Asset Managment
High Net Worth Individuals
Investments
Asset Allocation
Banking
Mutual Funds
Bloomberg
Risk Management
Financial Advisory
Equities
Cash Management
Financial Services
Valuation
Wealth
Estate Tax Planning
Asset Management
Trust Services
Financial Analysis
Strategic Financial Planning
Retirement Planning
Fixed Income
Leveraged Finance
Due Diligence
Hedge Funds
Series 63
Etfs
Multi-Generational Wealth Transfer
Investment Management
Corporate Finance
Equity Research
Financial Modeling
Business Development
Wealth Management
Trading
Investment Banking
Wealth Management Services
Investment Strategies
Alternative Investments
Private Equity
Mergers & Acquisitions

Contact information

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Work email
•••••@fiduciarytrust.com
Personal email
•••••@•••••.com
Direct dial
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Current company

Fiduciary Trust International

Investment Management · 465 employees · Founded 1931 · New York, New York, United States

Fiduciary Trust International is a wealth management firm focused on building and managing personalized portfolios and developing estate plans that extend wealth to future generations. We work closely with individuals, families and foundations to build and manage personalized investment portfolios, and to develop estate plans that extend wealth to future generations. We are part of the Franklin Templeton Investments family of companies. Communications are intended solely to provide general information. The information and opinions stated are as of the date referenced, and may change without notice. The information and opinions do not represent a complete analysis of every material fact regarding any market, industry, sector or security. Statements of fact have been obtained from sources deemed reliable, but no representation is made as to their completeness or accuracy. The opinions expressed are not intended as individual investment, tax or estate planning advice or as a recommendation of any particular security, strategy or investment product. Please consult your personal advisor to determine whether this information may be appropriate for you. Information is provided solely for insight into our general management philosophy and process. Historical performance does not guarantee future results and results may differ over future time periods. LinkedIn is owned by a third party unaffiliated with us. We are not responsible for LinkedIn’s privacy, security, or terms of use policies that control this service, nor their content, software, or tools (or those of any third party’s) that are available through links from this page. You use any third-party site/media, software and materials at your own risk. View our Terms and Conditions at http://www.fiduciarytrust.com/disclosure ©2025 Fiduciary Trust International. All rights reserved.

fiduciarytrust.com

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About Chip Lee

Experience

Managing Director, Senior Portfolio Manager

Education

Bucknell University

Skills

Find verified contacts for anyone on LinkedIn