We are pleased to make the following announcements of promotions and new titles within the Gould team, effective January 1, 2023.
Derek Baldwin: Senior Portfolio Manager, recognizing Derek’s many years of expert client portfolio and relationship management.
Katy Lee: Director of Investment Operations and Senior Compliance Analyst, reflecting Katy’s superb oversight of client service and operational interactions with the custodians of our clients’ assets, as well as her growing role in the regulatory compliance aspect of our business.
Beatriz Reyna: Senior Client Service Administrator, acknowledging Beatriz’s long and excellent service to our clients on a wide and growing range of matters.
Please join us in congratulating Derek, Katy, and Beatriz!