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Lee J. Woolley

President, Mid-Atlantic at The Bank of New York Mellon Corp. (Wealth Management)
Overview
Relationships
Paths
Education
Career History
Boards & Committees
Non-Profit Donations & Grants

Lee J. Woolley

President, Mid-Atlantic at The Bank of New York Mellon Corp. (Wealth Management)

Overview

Board Seats
3
Number of Relationships
This person is connected to 1,735 people.

Relationships See Details


President at North Central College

Chief Executive Officer at The Bank of New York Mellon Corp. (Wealth Management)

Chief Investment Officer, Wealth Management at The Bank of New York Mellon Corporation

President of US Markets, Southwest at The Bank of New York Mellon Corp. (Wealth Management)

Regional President, Florida at The Bank of New York Mellon Corp. (Wealth Management)

Senior Director & Wealth Strategist BNY Mellon Wealth Management at The Bank of New York Mellon Corporation

Senior Director at The Bank of New York Mellon Corp. (Wealth Management)

Portfolio Manager at The Dreyfus Corp.

Managing Director, Operations & Business Strategy at The Bank of New York Mellon Corp. (Wealth Management)

Managing Director of Business Development, Mid-Atlantic at The Bank of New York Mellon Corp. (Wealth Management)
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Educational Background

BA 
Knox College was founded in 1837 by anti-slavery social reformers, led by George Washington Gale. Many of the founders, including the Rev. Samuel Wright, actively supported the Underground Railroad. The original name for the school was Knox Manual Labor College, but it has been known by its present name since 1857. The college's name came about through a compromise among its founders. Though founded by a colony of Presbyterians and Congregationalists, the county in which the college is located was already named Knox County, after Henry Knox, the first United States Secretary of War. Arguments have been made that the college was named for Calvinist leader John Knox, but it is not certain for which Knox it was named (if not both). George Candee Gale, a great-great-grandson of two of the founders, explains that "contrary to general belief, Knox was not named for either General Knox or the Scottish Presbyterian Knox, according to my father ... Some wanted the college named for one Knox, some for the other; so they compromised on KNOX. Certainly most of them were pious enough to want the churchman and fighters enough to want the soldier as well. Knox was the site of the fifth debate between Abraham Lincoln and Stephen A. Douglas in 1858. The Old Main building is the only site from the debates that stands today. Two years after the debates, and during his presidential campaign, Lincoln was awarded the first honorary doctorate ever conferred by Knox College—a Doctor of Laws degree, announced at the commencement exercises of 5 July 1860
Masters in Finance 
The Kellogg School of Management (The Kellogg School or Kellogg) is the business school of Northwestern University in Evanston, Illinois, with additional campuses in downtown Chicago, Illinois and Miami, Florida. Kellogg offers full-time, part-time, and executive programs, and partners with schools in China, France/Singapore, India, Hong Kong, Israel, Germany, Canada, and Thailand.Founded in 1908 in downtown Chicago as a part-time evening program, the school was chartered to educate business leaders with "good moral character.

Career History

President, Mid-Atlantic
2012 - Current
BNY Mellon Wealth Management believes that consistently superior returns can be achieved through a focus on superior stock selection. The firm seeks to identify stocks that offer the best combination of growth and value characteristics. Their investment approach combines initial quantitative screening with fundamental, qualitative analysis of individual stocks and aggressive risk management. Their equity process is applied consistently for each client portfolio and in each equity class.BNY Mellon Wealth Management manages taxable and tax-exempt fixed-income portfolios with active management that features an opportunistic, multi-dimensional search for value by actively managing interest rate sensitivity and exploiting market inefficiencies. Their fixed-income investment process combines a top-down strategic review of key factors influencing bond returns with research-driven, bottom-up selection of the most appropriate bonds for portfolios.The firm's approach to international investing focuses on outperforming benchmarks and controlling risk. They believe that consistently superior returns can be achieved through an investment management approach that is value-oriented, research-driven and risk averse. BNY Mellon Wealth Management concentrates on stock selection rather than top-down country analysis or market timing. Their bottom-up style incorporates quantitative analysis, fundamental research and risk management and seeks to achieve consistent returns.
Managing Director, National Advisory Services Group
Prior
Northern Trust Corp. is a financial holding company, which engages in the provision of asset servicing, fund administration, asset management, fiduciary, and banking solutions for corporations, institutions, families, and individuals. It operates through the Corporate and Institutional Services and Wealth Management business segments. The Corporate and Institutional Services segment offers asset servicing, brokerage, banking and related services to corporate and public retirement funds, foundations, endowments, fund managers, insurance companies, and sovereign wealth funds. The Wealth Management segment includes trust, investment management, custody, and philanthropic services, financial consulting; guardianship and estate administration, family business consulting; family financial education, brokerage services and private and business banking. The company was founded in 1971 and is headquartered in Chicago, IL.

Boards & Committees

Non-Profit Boards ▾
Member, Business Advisory Council
Current
Knox College was founded in 1837 by anti-slavery social reformers, led by George Washington Gale. Many of the founders, including the Rev. Samuel Wright, actively supported the Underground Railroad. The original name for the school was Knox Manual Labor College, but it has been known by its present name since 1857. The college's name came about through a compromise among its founders. Though founded by a colony of Presbyterians and Congregationalists, the county in which the college is located was already named Knox County, after Henry Knox, the first United States Secretary of War. Arguments have been made that the college was named for Calvinist leader John Knox, but it is not certain for which Knox it was named (if not both). George Candee Gale, a great-great-grandson of two of the founders, explains that "contrary to general belief, Knox was not named for either General Knox or the Scottish Presbyterian Knox, according to my father ... Some wanted the college named for one Knox, some for the other; so they compromised on KNOX. Certainly most of them were pious enough to want the churchman and fighters enough to want the soldier as well. Knox was the site of the fifth debate between Abraham Lincoln and Stephen A. Douglas in 1858. The Old Main building is the only site from the debates that stands today. Two years after the debates, and during his presidential campaign, Lincoln was awarded the first honorary doctorate ever conferred by Knox College—a Doctor of Laws degree, announced at the commencement exercises of 5 July 1860
Member, Board of Trustees
Current
North Central College was founded in 1861 as Plainfield College in Plainfield, Illinois. Classes were first held on November 11 of that year. On February 15, 1864, the Board of Trustees changed the name of the school to North-Western College. The college moved to Naperville in 1870. The name was again changed in 1926 to North Central College. The endowment of the college was $79 million as of June 30, 2010
Member, Corporate Executive Board
Prior - 2016
The Philadelphia Museum of Art operates as a not-for-profit organization and supported by endowments, voluntary gifts, corporate support, private foundation grants, and state and federal grants, as well as from admissions, membership fees, and merchandise sales. The firm is showcasing human creativity in painting, sculpture, and works on paper, decorative arts and architectural settings from Asia, Europe, and Latin America. The company was founded in 1876 and is headquartered in Philadelphia, PA.

Non-Profit Donations & Grants

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$1,000 - $1,836
2015
Knox College was founded in 1837 by anti-slavery social reformers, led by George Washington Gale. Many of the founders, including the Rev. Samuel Wright, actively supported the Underground Railroad. The original name for the school was Knox Manual Labor College, but it has been known by its present name since 1857. The college's name came about through a compromise among its founders. Though founded by a colony of Presbyterians and Congregationalists, the county in which the college is located was already named Knox County, after Henry Knox, the first United States Secretary of War. Arguments have been made that the college was named for Calvinist leader John Knox, but it is not certain for which Knox it was named (if not both). George Candee Gale, a great-great-grandson of two of the founders, explains that "contrary to general belief, Knox was not named for either General Knox or the Scottish Presbyterian Knox, according to my father ... Some wanted the college named for one Knox, some for the other; so they compromised on KNOX. Certainly most of them were pious enough to want the churchman and fighters enough to want the soldier as well. Knox was the site of the fifth debate between Abraham Lincoln and Stephen A. Douglas in 1858. The Old Main building is the only site from the debates that stands today. Two years after the debates, and during his presidential campaign, Lincoln was awarded the first honorary doctorate ever conferred by Knox College—a Doctor of Laws degree, announced at the commencement exercises of 5 July 1860
$1,000 - $1,836
2014
Knox College was founded in 1837 by anti-slavery social reformers, led by George Washington Gale. Many of the founders, including the Rev. Samuel Wright, actively supported the Underground Railroad. The original name for the school was Knox Manual Labor College, but it has been known by its present name since 1857. The college's name came about through a compromise among its founders. Though founded by a colony of Presbyterians and Congregationalists, the county in which the college is located was already named Knox County, after Henry Knox, the first United States Secretary of War. Arguments have been made that the college was named for Calvinist leader John Knox, but it is not certain for which Knox it was named (if not both). George Candee Gale, a great-great-grandson of two of the founders, explains that "contrary to general belief, Knox was not named for either General Knox or the Scottish Presbyterian Knox, according to my father ... Some wanted the college named for one Knox, some for the other; so they compromised on KNOX. Certainly most of them were pious enough to want the churchman and fighters enough to want the soldier as well. Knox was the site of the fifth debate between Abraham Lincoln and Stephen A. Douglas in 1858. The Old Main building is the only site from the debates that stands today. Two years after the debates, and during his presidential campaign, Lincoln was awarded the first honorary doctorate ever conferred by Knox College—a Doctor of Laws degree, announced at the commencement exercises of 5 July 1860
$2,500 - $4,999
2013
Knox College was founded in 1837 by anti-slavery social reformers, led by George Washington Gale. Many of the founders, including the Rev. Samuel Wright, actively supported the Underground Railroad. The original name for the school was Knox Manual Labor College, but it has been known by its present name since 1857. The college's name came about through a compromise among its founders. Though founded by a colony of Presbyterians and Congregationalists, the county in which the college is located was already named Knox County, after Henry Knox, the first United States Secretary of War. Arguments have been made that the college was named for Calvinist leader John Knox, but it is not certain for which Knox it was named (if not both). George Candee Gale, a great-great-grandson of two of the founders, explains that "contrary to general belief, Knox was not named for either General Knox or the Scottish Presbyterian Knox, according to my father ... Some wanted the college named for one Knox, some for the other; so they compromised on KNOX. Certainly most of them were pious enough to want the churchman and fighters enough to want the soldier as well. Knox was the site of the fifth debate between Abraham Lincoln and Stephen A. Douglas in 1858. The Old Main building is the only site from the debates that stands today. Two years after the debates, and during his presidential campaign, Lincoln was awarded the first honorary doctorate ever conferred by Knox College—a Doctor of Laws degree, announced at the commencement exercises of 5 July 1860
$1,000 - $2,499
2012
Knox College was founded in 1837 by anti-slavery social reformers, led by George Washington Gale. Many of the founders, including the Rev. Samuel Wright, actively supported the Underground Railroad. The original name for the school was Knox Manual Labor College, but it has been known by its present name since 1857. The college's name came about through a compromise among its founders. Though founded by a colony of Presbyterians and Congregationalists, the county in which the college is located was already named Knox County, after Henry Knox, the first United States Secretary of War. Arguments have been made that the college was named for Calvinist leader John Knox, but it is not certain for which Knox it was named (if not both). George Candee Gale, a great-great-grandson of two of the founders, explains that "contrary to general belief, Knox was not named for either General Knox or the Scottish Presbyterian Knox, according to my father ... Some wanted the college named for one Knox, some for the other; so they compromised on KNOX. Certainly most of them were pious enough to want the churchman and fighters enough to want the soldier as well. Knox was the site of the fifth debate between Abraham Lincoln and Stephen A. Douglas in 1858. The Old Main building is the only site from the debates that stands today. Two years after the debates, and during his presidential campaign, Lincoln was awarded the first honorary doctorate ever conferred by Knox College—a Doctor of Laws degree, announced at the commencement exercises of 5 July 1860
$1,000 - $2,499
2010
Knox College was founded in 1837 by anti-slavery social reformers, led by George Washington Gale. Many of the founders, including the Rev. Samuel Wright, actively supported the Underground Railroad. The original name for the school was Knox Manual Labor College, but it has been known by its present name since 1857. The college's name came about through a compromise among its founders. Though founded by a colony of Presbyterians and Congregationalists, the county in which the college is located was already named Knox County, after Henry Knox, the first United States Secretary of War. Arguments have been made that the college was named for Calvinist leader John Knox, but it is not certain for which Knox it was named (if not both). George Candee Gale, a great-great-grandson of two of the founders, explains that "contrary to general belief, Knox was not named for either General Knox or the Scottish Presbyterian Knox, according to my father ... Some wanted the college named for one Knox, some for the other; so they compromised on KNOX. Certainly most of them were pious enough to want the churchman and fighters enough to want the soldier as well. Knox was the site of the fifth debate between Abraham Lincoln and Stephen A. Douglas in 1858. The Old Main building is the only site from the debates that stands today. Two years after the debates, and during his presidential campaign, Lincoln was awarded the first honorary doctorate ever conferred by Knox College—a Doctor of Laws degree, announced at the commencement exercises of 5 July 1860
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