Bruce K Lee’s Post

Founder and CEO, Keebeck Wealth Management

3mo

Meeting maybe some of the most influential and successful investors in the world. Appreciated the opportunity to discuss the changing landscape of Wealth on stage. Thank you Forbes for the opportunity #stepforward

Forbes

18,042,132 followers

3mo Edited

Bruce K Lee, founder and CEO of Keebeck Wealth Management, spoke about the democratization of private markets at the 2024 #ForbesIconoclast Summit in New York City. https://trib.al/wic3ocF

11 Comments

Jonathan Zaback

Co-Founder and Senior Managing Partner at Impact Partners | Early Stage Investor | Speaker / Interviewer | 25,000+ LinkedIn / 16,000+ X Connections

3mo

Impact Partners is proud to have put you both on that stage and on the Forbes Iconoclast advisory board.

2 Reactions

Dr. Deb Carlin MS PhD

⚜️Be The Master Of Your Mind ⚜️Be Resilient When Stressed *My Clients Discover Peace of Mind*

3mo

There are many people with their open to receive the investment dollars; how many of them give back beyond the % promised and tangibly gift their benefactors with what they do…..?! Doing so demonstrates the ultimate appreciation and faith in what you have created. I wouldn’t have it any other way.

1 Reaction

Peter Aliprantis

Managing Director, Head of Intermediary Distribution

3mo

Well done Bruce!

3 Reactions

Kaleb Dumot

Investor & Founder @ Integrity

3mo

👌🏻👌🏻👌🏻👌🏻👌🏻

1 Reaction

Jake Smith

Preferred Relationship Manager - Fifth Third Securities

3mo

💪

Joseph Knapek

--Managing Member

3mo

Awesome Job! Bruce K Lee.

2 Reactions

Shirl Penney

President, Chief Executive Officer at Dynasty Financial Partners

3mo

Outstanding Bruce K Lee !

4 Reactions

John Sullivan

Managing Director, Business Development

3mo

Wow! Congratulations Bruce K Lee !! #stepforward #keebeckproud

3 Reactions

Edward McConnell

Executive Vice President | National Specialty Practice | Insurance Expert @ HUB International

3mo

Incredible. Well done!

2 Reactions

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