Paige LeeAssociate Advisor
Office: (425) 467-1011 Ext. 205
Empowering clients with personalized solutions
As an Associate Advisor, Paige collaborates with clients to provide best in class client service. Paige enjoys the nature of working with clients that have complex corporate benefits and building comprehensive financial plans. She is also passionate about Socially Responsible investing and providing customized solutions to clients that are interested in investing with their values.
Paige previously worked at Microsoft, starting out in a competitive two-year finance rotation program and then landing in a senior financial analyst role on the central financial planning and analysis team.
A former Notre Dame rower, Paige spends her spare time enjoying all the outdoor activities the Pacific Northwest has to offer. On the weekends, you can find her hiking a mountain or camping with her dog, Juan. Paige is also involved in the community and actively works with local organizations.
Bachelor of Business Administration – Double Major in Finance & Psychology, University of Notre Dame
CFA Level II Candidate