Lee Pace

A native of Berks County, PA, Lee Pace spent his childhood in Reading and returned to the area after college. He attended Temple University in Philadelphia where he earned a Bachelor’s degree in Economics and enjoyed rowing and soccer club sports.  Following graduation, Lee joined Merrill Lynch in 1992 as a securities salesman and enjoyed a successful seven years there followed by an additional seven years at First Union / Wachovia Securities. Lee’s focus on fee-based asset management began in 2006 when he joined National Penn’s registered investment adviser, Institutional Advisors LLC. There and subsequently at BB&T / now Truist, Lee represented the firm in institutional and high net worth client sales opportunities.  Most recently Lee was the SVP for the firm’s Foundations and Endowments Specialty Practice, responsible for new business development for the Pennsylvania, New Jersey, Ohio and West Virginia markets.

Community activities have always been of great importance to Lee and he is an alumnus of the Leadership Berks program, was a founding member and former board member of the Antietam Valley Community Partnership, and has served as a board member of Humane Pennsylvania. He is an authorized investment adviser representative having passed the series 65 Finra exam.  Lee and his family reside in Exeter Township, PA, and he is excited to lead Lindenwold Advisors’ client service and development activities.