Client Associate
Private Wealth
Carol Yee is a Client Associate at Manhattan West where she assists high-net-worth private clients and Financial Advisors with daily inquiries related to client onboarding, account setup, maintenance, and investment management. Ms. Yee works closely with the Manhattan West management team and client base to provide dedicated investment, banking, and lending support. Ms. Yee enjoys connecting with clients and collaborating with the team to ensure that needs and requests are met in a timely manner. She believes that there’s no request that is too small or too big to handle and that listening to clients and paying attention to details are essential to completing requests and keeping clients happy and satisfied.
Prior to joining Manhattan West, Ms. Yee held roles at NWQ and several wealth management firms. She has a Bachelor’s degree from the University of Utah and a Master’s degree from Emerson College.