Ms. Lee Joined Strategic Capital Allocation Group in May of 2003 as a Consulting Associate. In January 2006 Ms. Lee was promoted to Director - Client Management and Senior Consulting Associate. Ms. Lee's role as Director - Client Management is to facilitate and coordinate all operational aspects of client account management. In addition to overseeing reallocations among investments and acting as liaison between SCA Group clients and their respective investment managers, Ms.Lee also maintains her performance evaluation and reporting responsiblities, while continuing to support the Director - Performance Evaluation. Prior to joining SCA, Ms, Lee served as a Product Development Analyst at Malaysian Assurance Alliance Inc. where she was responsible for research and development of the Investment-Linked Products. She has also participated in the Northeastern Co-operative Program working at Putnam Investments and Massachusetts Financial Services Inc. Ms. Lee holds an MBA from the College of Management at the University of Massachusetts and a Bachelor of Science in Business Administration (cum laude) with concentration in Finance and Marketing from Northeastern University. She resides in Ashland, MA with her husband, Felix and their dog.