Ce Mi Lee - Team Member

Ce Mi Lee

An International Path to Wealth Management

Interview

Hear Ce Mi share her journey in her own words.

  • BA in Economics, Georgetown University (First Honors)
  • Asset Management Intern, Lotte Non-Life Insurance (Seoul)
  • Fluent in English & Korean; Conversational Mandarin

Academic Background

Ce Mi Lee graduated from Georgetown University with a Bachelor of Arts in Economics and a minor in Art History, earning First Honors. Before Georgetown, she completed the International Baccalaureate at the Chinese International School (CIS) in Hong Kong, where she was a five-year Head's Commendation recipient. Her studies took her around the world, including exchange terms at Yonsei University in Seoul and a campus in Florence, Italy.

Professional Experience

Ce Mi's route into wealth management is grounded in hands-on finance experience across three markets. In Hong Kong she supported wealth-planning consultations, prepared portfolio performance reviews, and helped organize a 30-client seminar on Hong Kong estate-planning law. Earlier, as an asset-management intern at Lotte Non-Life Insurance in Seoul, she analyzed an alternative-investment portfolio of more than US$1.3 billion across real estate and energy infrastructure, presenting restructuring strategies to senior leadership.

A Global Perspective

Fluent in English and Korean with conversational Mandarin, Ce Mi brings a genuinely international outlook to her clients. Her background spanning economics, the arts, and cross-border finance lets her connect with clients from different cultures and translate complex financial ideas into clear, actionable plans, always with a client-first mindset.