Helen Lee

Vice President, Private Client Advisor

Professional Profile

Helen Lee is a Vice President and Private Client Advisor at Bank of America Private Bank in Denver, Colorado. She works closely with clients from diverse backgrounds, including women with wealth, entrepreneurs and healthcare professionals, to help them manage the multiple dimensions of complex wealth. Helen convenes and leads a team of knowledgeable specialists to design and deliver financial strategies based on a thorough understanding of each client’s wealth management goals. Working in concert, the team can offer strategies for investment management, philanthropy, and liquidity events; trust and estate planning services; and banking and credit solutions.

Helen has more than 20 years of experience managing assets and client relationships. Prior to joining the Private Bank (formerly U.S. Trust) in 2021, she was a Senior Client Relationship Manager with Bank of America’s Retirement and Personal Wealth Solutions. In that role, she coordinated a service team and resources to help institutional clients administer their defined contribution retirement plans. Helen started her financial career overseeing the management of retirement plan assets for the Denver Employees Retirement Plan. She then held a similar role at United Launch Alliance. Later in her career, she held client relationship roles at Galliard Capital Management, E*Trade Advisor Services (formerly Trust Company of America), and Syntrinsic Investment Counsel. She joined Bank of America in 2018.

Helen graduated from the University of Colorado at Boulder with a Bachelor of Science degree in finance. She earned her M.B.A. degree at the University of Denver.

In the community, she serves on the board of Women’s Bean Project, a nonprofit dedicated to helping women break the cycle of poverty. She also volunteers at various local charities. Raised in Colorado Springs, Helen likes to travel and experience Colorado’s many cultural and outdoor activities with her family.

EDUCATION

  • University of Colorado at Boulder
  • University of Denver

Our Team

Our team is comprised of talented and experienced individuals committed to building strong client relationships based on trust and personal experience.

Note: These team members are a shared resource, involved in your wealth management plan as appropriate and are subject to change

Frederick A. Fischer

Private Client Manager

303.575.5806

Corey Martignetti

Portfolio Manager

303.264.6024

Courtney Hefner

Portfolio Manager

303.264.6064

Key Contacts

Gerardo (Jerry) Castillo

Private Bank Associate

303.264.6107

Let's Have A Conversation

We take the time to listen and learn about you and your family before creating strategies that aim to meet your needs, goals and best interests now and in the future

EXTENSIVE REACH, INNOVATION AND A LEGACY OF TRUST

For more than 200 years, Bank of America Private Bank has helped clients navigate the complex challenges of managing significant wealth. We draw on the Private Bank’s personalized approach, as well as the resources of Bank of America, to help individuals and families, businesses, and institutions achieve their financial objectives. Whether you’re looking to preserve and share wealth, build philanthropic legacies or plan for future growth, our commitment is to make your goals our priority.

At Bank of America Private Bank, we take pride in our history and in serving our clients’ best interests. We also value the continual pursuit of innovation in a constantly transforming world. We apply this perspective to help our clients anticipate and respond to evolving markets, changing environments and the growing complexities of the financial landscape. Mindful of the past, our focus is on providing today’s clients with disciplined financial strategies and a bridge across generations.