Cathy Lee - Adviser Investments

Cathy Lee

Senior Tax Associate

Cathy has worked in the financial services industry since 2008 and joined Adviser Investments in 2021 as a tax associate, before being promoted to a Senior Tax Associate in 2023. She has both a tax and financial planning background. Prior to joining Adviser Investments, she worked as a tax preparer for a national tax preparation service and as a financial planner for a registered investment advisor in Lexington, MA. Cathy is a CERTIFIED FINANCIAL PLANNER™ professional. She received her B.A. from Dartmouth College and a Certificate in Financial Planning from Boston University. She lives with her family in Newton, MA and enjoys travelling, reading and spending time with family and friends.

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