Adam Yee

Adam Yee is a seasoned finance professional with extensive experience in business analysis, implementation, and operations management across multiple prestigious firms. Currently serving as a Senior Business Analyst at InvestCloud, Inc. since August 2023, Adam has previously held key roles such as Principal Implementation and Onboarding Solutions Specialist at Apex Fintech Solutions, as well as Senior Solutions Specialist and Manager at Apex Silver. Adam's career also includes significant positions at AXA Advisors, NYLIFE Securities, Lord Abbett & Co., JP Morgan Fleming Asset Management, Lazard Asset Management, CheckFree Investment Services, and Fiduciary Trust Company, where responsibilities ranged from managing teams for separately managed accounts and operational processes to performance analytics and client support. Adam's broad expertise encompasses fixed income products, trading operations, and performance management within the financial services sector.