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Bio

Adam Lee

Senior Manager for DEI and Multicultural Strategy Services at TruStage

Make no mistake, if Adam is aware of a vulnerable group who may not have a voice of their own – he will be screaming from the rooftops on their behalf. Adam has a passion for enabling individuals and communities to achieve their goals. As Filene's former Incubator Director, Adam led efforts to make a difference in the lives of financially vulnerable consumers by seeking out programs to solve challenges, testing those solutions in the real world, and sharing results with the marketplace. Adam worked with credit unions to test innovative programs to close the financial service access gap in the Reaching Minority Households Incubator.

Adam started his professional career serving communities through Americorps*National Civilian Community Corps and City Year. As a consultant with Deloitte, Adam honed his ability to build capacity within communities, non-profits, and government agencies. He also supported credit unions as a former project manager with CUNA Mutual Group. Adam earned his Master of Public Affairs, with a focus on Community Development and Leadership at the University of Wisconsin-Madison.

When Adam is not raising a ruckus to serve those in need, he is a dedicated father and husband exploring the great outdoors with the family’s loyal K-9 in tow.

The latest from Adam

  • Report #516 | Members

    FinTech Catalyst Incubator: Spartacus

    Through a partnership with TruStage Ventures, Filene Research Institute continues the work of the FinTech Catalyst Incubator to test promising concepts that could make a difference in the credit union marketplace. In this report we analyze the desirability and feasibility of Spartacus and if it can help consumers protect their privacy and prevent identity theft.

  • Report #511 | Members

    FinTech Catalyst Incubator: Finhabits

    Through a partnership with TruStage Ventures, Filene Research Institute continues the work of the FinTech Catalyst Incubator to test promising concepts that could make a difference in the credit union marketplace. In this report we analyze the desirability and feasibility of Finhabits and if it can help members’ save for retirement, meet other financial needs, and build confidence in their knowledge of investing.

  • Report #507 | Members

    FinTech Catalyst Incubator: Steady

    Through a partnership with TruStage Ventures, Filene Research Institute continues the work of the FinTech Catalyst Incubator to test promising concepts that could make a difference in the credit union marketplace. In this report we analyze the desirability and feasibility of Steady and if it can create a positive influence on the member’s and credit union’s financial health.