Kathy Lee

CFP®, Managing Principal
Investment Committee Member

With over 15 years of operational and investment management experience, Kathy has learned to strategically manage risk for our investors. Kathy oversees the risk monitoring of all investments and portfolio structures and communicates strategies to reduce or contain capital market risk to the Investment Committee.

Kathy oversees all operational processes at Silicon Valley Capital Partners to ensure effective controls and compliance. She has extensive, in-depth industry knowledge and always strives to improve and efficiently streamline systems and processes.

Kathy has a B.A. in Business Management, Economics from the University of California, Santa Cruz.