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Office
New York, United States
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
Reframe the future of asset management
AI can help unlock the transformational change that asset managers need to remain relevant in a radically different future. Learn more.
23 Sept 2023
Gurdeep Batra
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
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
How financial services can mobilize capital to deliver net zero
Learn how financial services firms can mobilize the capital flows needed to deliver net zero.
01 Dec 2021
Tom Groom
How sustainable finance can help decarbonize the real economy
To fund sector-specific net zero transition pathways, financial institutions need to deepen their knowledge of the businesses they finance. Read more here.
30 Nov 2021
Gill Lofts
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
Why the asset management industry needs to reframe its purpose
What is the purpose of asset management? Find out in the EY Future of Asset Management Study.
15 Jun 2021
Mike Lee
How wealth managers can help clients live their values now
Clients’ sustainability goals are evolving fast, and wealth firms must develop a deep understanding of their client’s purpose. Learn more.
22 Apr 2021
Nalika Nanayakkara
How digitalization can drive personalization in wealth management
Digitization is changing wealth relationships, but clients’ willingness to share data holds the key to ensuring that technology enhances personalization. Learn more.
22 Apr 2021
Nalika Nanayakkara
How to connect diverse experiences across wealth
The services clients need and value are changing fast. Can wealth providers adapt to a very different future? Learn more.
22 Apr 2021
Nalika Nanayakkara
Where will wealth take clients next?
Wealth managers must use deeper, richer insights to provide clients with more holistic, tailored, and meaningful experiences. Learn more.
22 Apr 2021
Nalika Nanayakkara