Lee N. Pace
A native of Berks County, Pennsylvania, Lee Pace grew up in Reading and returned to the area after college. He earned his bachelor’s degree in economics from Temple University in Philadelphia, where he also participated in rowing and soccer club sports.
Lee launched his investment career in 1992 as a Financial Consultant at Merrill Lynch, where he spent seven successful years. He then joined First Union/Wachovia Trust & Wealth Management Group as a Senior Fiduciary Advisor, further developing his expertise in wealth management over the course of another seven years.
In 2006, Lee became Institutional Sales Manager for Institutional Advisors, LLC, the registered investment adviser of National Penn Bank, focusing on serving institutional clients. He went on to lead institutional business development for BB&T, and later for Truist Foundations and Endowments Specialty Practice, overseeing new business development across Pennsylvania, New Jersey, Ohio, and West Virginia for this multi-state region.
Community involvement has always been important to Lee. He is a graduate of Leadership Berks, a founding member and former board member of the Antietam Valley Community Partnership, and a past board member of Humane Pennsylvania. Lee also maintains investment adviser registration, reflecting his ongoing commitment to professional standards.
Lee and his family reside in Exeter Township, Pennsylvania. He enjoys coaching youth soccer, making the most of Northeastern winters on the ski slopes, and spending pleasant months playing plenty of tennis.
Lee leads the client service and business development initiatives at Lindenwold Advisors, now part of Dakota Wealth Management.
