Lee Meddin
Wealth Management, UBS | 30+ Years in Global Finance | Investment Banking, Treasury, World Bank, Portfolio Management
- Role
- Wealth Management at 瑞银集团
- Location
- New York, NY, US
- LinkedIn followers
- 500 followers
About Lee Meddin
With over 30 years of leadership across global finance, I have held senior roles in…
Experience
Wealth Management
Mar 2025 — Present · New York, NY, US
At UBS, I am part of a seasoned wealth management team advising individuals, families, and institutions on managing, preserving, and growing their wealth in an increasingly complex global environment. We serve clients with diverse needs and levels of complexity, from multi-generational planning to individual wealth strategies.My work centers on designing and implementing investment strategies, optimizing portfolio allocations, and developing holistic financial plans that address each client’s unique objectives. Through our team’s collaborative approach, clients benefit from a breadth of perspectives and specialized expertise, ensuring comprehensive solutions tailored to their needs.I specialize in:• Constructing and managing multi-asset portfolios using advanced analytics and market insights• Guiding clients through liquidity events, business transitions, and cross-border considerations• Coordinating with legal, tax, and estate planning professionals to deliver integrated solutions• Planning for generational wealth transfer and legacy strategies• Translating complex financial concepts into clear, actionable guidanceMy clients benefit from my ability to distill sophisticated market dynamics into practical recommendations, as well as my experience working with senior leaders and decision-makers worldwide. I am committed to building long-term relationships based on trust, transparency, and measurable results.
Education
Tulane University
BS, Mechanical Engineering
1985 — 1989
University of Michigan - Stephen M. Ross School of Business
MBA, Finance
1991 — 1993
Skills
- Interest Rate Derivatives
- Financial Structuring
- Investment Valuation
- Portfolio Management
- Capital Markets
- Project Finance
- Risk Management
- Valuation
- Financial Markets
- Investment Banking
- Structuring
- Currency
- Foreign Exchange
- Fixed Income
- Structured Products
- Market Risk
- Hedging
- Credit Risk
- Fx Options
- Financial Services
- Emerging Markets
- Investments
- Bonds
- Debt
- Investment Management
- Private Equity
- Corporate Finance
- Treasury Management
- Structured Finance
- Securitization
- Treasury
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