Grace Lee serves as an Operations Administrator for Ropes Wealth. She is responsible for providing operational and administrative support to individuals, families, and institutions as part of our dedicated team delivering wealth management and client services. In this role, she processes various client account transactions and facilitates the onboarding and transition of client relationships by performing reconciliation of portfolios across our custodial, portfolio management, and trading systems.
Prior to joining Ropes Wealth, Grace interned with the Mental Health Legal Advisors Committee and served as a Peer Advocate at her university’s Rape Crisis Center. In these positions, Grace was responsible for various administrative tasks such as filing, data-entry, and maintaining databases. Previously, she has volunteered with the Borgen Project advocating for anti-poverty bills and with 7 Elements where she served low-income communities in the Dominican Republic. Through these diverse experiences, Grace has developed her passion for advocacy and client service.
Grace recently graduated from Brandeis University with a BA in International and Global Studies, and a minor in Legal Studies. She is originally from Nashua, New Hampshire. In her free time, she loves to cook, read, do hip hop dance, and go on long runs.