Cathy Li

Cathy Li is an experienced finance professional currently serving as an Associate Fund Controller at Carta since December 2021, following a role as Senior Fund Accountant. Prior experience includes positions at SS&C Technologies, where Cathy Li was an Associate Manager responsible for team management and improving client service delivery, and a Senior Associate managing financial data and preparing quarterly statements. Previous roles include Senior Associate at Fxdirectdealer LLC, providing client support in Forex and compliance, as well as an internship at Krusen Capital Management focused on investment analysis. Cathy Li has a strong foundation in accounting and finance, holding dual Master's degrees in Accounting and Finance and an MBA from Montclair State University. Early experience includes self-employment in marketing and sales, and as an Accounting Assistant at Alexia Crawford Inc., handling financial operations across multiple states.