Lee Topley is a seasoned investment management and retirement services professional who has been in the industry for more than two decades. With a degree in Accounting/Economics from Penn State University, Lee has held several leadership roles in financial services institutions such as Hancock Whitney and Huntington National Bank. Lee's expertise lies in business development, client relationship management, and leading a team of professionals to meet clients' needs. Lee's exceptional leadership skills have earned him a reputation as a motivator and an integration specialist, having successfully recruited and integrated a professional team that consistently exceeded client expectations.

Lee has held senior positions such as Senior Vice President, Manager-Retirement Plan Services at Hancock Whitney, Vice President-Business Development at Community Trust and Investment company, Managing Director-Retirement Plan Consulting Group at Unified Trust Company, and Senior Vice President-Regional Director at Huntington National Bank. Lee is a former First Vice President-Site Manager at BNY Mellon and Vice President-Regional Manager at First Union National Bank.