Howard Lee

Managing Director of Service, Trading & Operations

Howard Lee
Howard Lee

About Howard

As managing director of service, trading and operations, Howard oversees all aspects of client service and Buckingham’s integration teams, which handle all advisor account processing tasks, including transactions, trades and client interactions. He focuses on ways the team can uphold its high standards for responding in a timely way to advisor and client needs, while ensuring that accuracy and service is the highest priority.

Howard joined Buckingham in 2004 as an account manager in the new business division. In his time with the company, he has overseen different operational, technology and project management teams. Howard earned his bachelor’s degree in English from the University of California, Davis.

He lives in the San Francisco Bay Area with his wife and two children.