Pathway’s Team

Ms. Lee joined Pathway in 2024 and is a senior vice president in the California office. Her responsibilities include assisting with the management of Pathway’s monitoring and performance department, which maintains Pathway’s private market database, generates reports to clients, monitors and analyzes the performance of investments, and manages and liquidates post-distribution securities. Prior to joining Pathway, Ms. Lee worked as a senior vice president in client operations at PIMCO and as a vice president in product controllers at Goldman Sachs. She received a BS in business administration from Binghamton University and holds a Certificate in Investment Performance Measurement (CIPM) designation.