Adam Yee

Adam Yee is a seasoned professional with extensive experience in financial services and consulting. Currently serving as a Senior Vice President at BNY Archer since July 2025, Adam previously contributed as a Consultant at Yee Consulting, where specifications were created for internal interfaces with custodian feeds. Adam's background includes roles as a Senior Business Analyst at InvestCloud, Inc. and a Principal Implementation and Onboarding Solutions Specialist at Apex Fintech Solutions, along with various positions at Apex Silver and AXA Advisors, LLC, where skills in onboarding, solutions management, and client service were honed. Earlier in the career at firms such as Lord, Abbett & Co. LLC and JP Morgan Fleming Asset Management, Adam developed operational processes and managed teams responsible for significant asset counts in separately managed accounts.