Director of Investment Operations,
Senior Compliance Analyst
Katy Lee joined Gould Asset Management in 2016.
Katy has over 15 years of experience in the financial services industry, and is responsible for overseeing the Client Service team, assisting with regulatory compliance and providing support to the portfolio management team. Prior to joining Gould, Katy served as the Operations and Trading Supervisor at Pacific Global Investment Management Company in Glendale, CA. There she supervised all portfolio accounting and trading activities for private client accounts, in addition to other duties.
Katy holds a BA in Business Administration with a concentration in Finance from California State University, Fullerton. She enjoys spending time with her family and friends, traveling, and event planning in her free time.
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