Emily Lee, CSRIC®

Vice President, Business Development

Emily leads our Western Region business development efforts across all advisor channels including Broker Dealers, RIAs and family offices. In this role, she consults with advisors as they implement sustainable investment solutions into their practices and client portfolios. She frequently presents on the risks and opportunities arising from the transition to a more sustainable economy. Emily has worked in this role since 2019.

With deep roots in the financial industry, Emily has previously held positions with Trillium Asset Management, LPL Financial, Wellington Management Company, and Putnam Investments, all in business development and sales functions.

Emily has a bachelor’s degree in History with a minor in environmental science from Willamette University. She is a member of Women Investing for a Sustainable Economy (WISE) and holds the FINRA Series 6 and 63 registrations. Emily is a Chartered SRI Counsellor (CSRIC®). She is a registered representative of Foreside Financial Services, LLC.

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