Yoon Lee

Posted on December 8, 2014

Author Name By AndCo

Yoon is a Client Solutions Consultant at AndCo. Her primary responsibilities consist of a comprehensive range of duties including -but not limited to- investment research, manager searches, performance monitoring/analysis, plan administration, compliance monitoring, asset allocation studies, and portfolio analysis.

Prior to joining AndCo, Yoon was a Reporting Representative at Salient Partners out of Houston where she was responsible for reporting on Salient’s managed accounts, providing trade operational support, preparing regulator reports required by the SEC and a host of other duties.  Prior to Salient, Yoon was a Sr. Financial and Research Analyst at Consulting Services Group (CSG).