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As EY Global Leader of Wealth & Asset Management, Mike is responsible for the execution of our strategy. Working alongside talented teams, he travels the world to help clients address entirely new questions, devise and execute the right strategies and optimize their capabilities as they navigate a time of exponential change.
With over 27 years of industry experience, Mike has served as the lead client service partner for many large, well-known traditional and alternative wealth and asset management organizations.
He received a BS in Accounting from the University of Nebraska – Lincoln.
How Mike is building a better working world
Mike is committed to helping EY clients embrace a diversity of views to inspire new thinking, execute strategies and strengthen trust with investors. His focus is on helping clients develop the right models, the right processes and the right mindset to stay competitive. A frequent blogger on LinkedIn, he shares his views on the wealth and asset management industry’s opportunities in hopes of achieving better outcomes for the industry and its end clients.
Our latest thinking
Delivering personal service in a virtual world
The 2023 EY Global Wealth Research Report imagines the next generation of hybrid engagement. How can wealth managers harness the potential benefits?
11 May 2023
Mike Lee
2023 Global Wealth Research Report
The 2023 research shows investors are on the move. Can wealth managers meet the moment by finding new ways to empower clients amid complexity?
24 Apr 2023
Mike Lee
How wealth managers can secure assets in flux
Learn how asset movement creates opportunities for wealth managers.
24 Apr 2023
Mike Lee
How can today’s millennial investors drive tomorrow’s business growth?
The 2023 EY Global Wealth Research shines a light on unique features of younger investors. How can wealth managers build trust with this vital group?
24 Apr 2023
Mike Lee
Six ways asset managers can prepare for the future
Taking decisive steps to stand out and succeed in a fast-changing world. Learn more.
02 Feb 2023
Mike Lee
2022 Global Alternative Fund Survey
Investors remain interested in alternative funds, and managers focus on their traditional strengths while responding to market opportunities. Read more.
15 Nov 2022
Natalie Jaros
How will you reframe the future of advice if today’s client is changing?
Find out how wealth managers and private banks can enhance their clients’ lives using a blend of people and technology to deliver personalized advice.
03 Mar 2022
Jan Bellens
FS firms turn carbon ambition into action
Credible decarbonization plans are critical to reducing emissions, scaling up climate solutions and building momentum among stakeholders. Learn more.
26 Oct 2021
Shaun Carazzo
Taking a strategic view to transform costs for a global asset manager
Using a strategic approach to cost transformation can create significant and sustainable benefits. Learn more.
13 Jul 2020
Alex Birkin