March 16, 2026
The InterContinental HotelMiami Bruce K. LeeFounder & CEO at Keebeck Wealth ManagementSpeaker
Profile
Bruce K. Lee is the Founder and CEO of Keebeck Wealth Management, a premier multi-family office serving entrepreneurs, business owners, and legacy families. A veteran of the financial industry with 35 years of experience, Bruce has been ranked among Barron’s "Top 100 Financial Advisors" every year since 2007. At Keebeck, he’s redefining wealth management, building an investment flywheel that prioritizes long-term relationships over short-term gains and positions clients as the CEO of their capital.
Agenda Sessions
Fostering connections, driving collaboration, and unlocking co-investment potential
, 3:45pmView Session