Erin Lee has been appointed vice president and private banker at Bank of Texas’s The Private Bank. The appointment was announced by J.B. Huck, senior vice president and Fort Worth market executive, and Pam Drenner, senior vice president and team leader.
Lee has more than 20 years experience in the financial services industry and spent the last five years at Frost Bank as vice president of private banking. She will be based in the downtown Fort Worth office.
Lee is a sustainer for Junior League of Fort Worth, a Fort Worth Council of PTA representative, and a volunteer with Junior Achievement and Fort Worth Literacy Partnership. She is also a volleyball coach with YMCA, is a member of the alumni board for Trinity Valley School, a member of the Fort Worth Chapter of CPAs and a member of CFA Society of Dallas/Fort Worth.
Lee earned her bachelor’s degree in accounting from the University of Texas at Austin and her MBA from Texas Christian University. She is a chartered financial analyst, certified wealth strategist, certified public accountant and general lines agent and has her Series 7 and Series 63 licenses.