"I love being there for the clients – from listening to their stories to helping them with their requests and doing that extra thing to make them happy. Everyone is human, and everyone needs someone who will hear them out – whether it’s five minutes or more."
Carol Yee serves as a Client Service Associate in the Los Angeles office of Carnegie Investment Counsel. She is available to respond client account needs and requests as they arise.
Prior to joining Carnegie, Carol worked at institutional and RIA firms where she assisted clients in their account requests. Her education includes both a Bachelor of Science from University of Utah and Master of Arts from Emerson College. Outside of work, Carol has volunteered with the International Myeloma Foundation’s (IMF) annual gala and has served as a photographer for The American Cinematheque. She enjoys traveling, learning how to surf, taking dance classes, and doing pilates and yoga.
Carnegie Investment Counsel is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. Neither the information nor any opinion expressed is to be construed as a solicitation to buy or sell a security or the provision of personalized investment, tax or legal advice. For more information please visit our full disclosures page.