Alex Yee

Alex Yee, CAIA®, CEPA®, currently serves as the Director of Wealth Advisory at Principal Asset Management since September 2022. Prior to this role, Alex held positions at Franklin Templeton from October 2020 to September 2022, including Vice President, Senior Advisor Consultant, and Territory Specialist. Alex also worked at Legg Mason from August 2014 to October 2020, where responsibilities included Internal Regional Director, Internal Consultant, and Sales Service Specialist. Alex holds a Bachelor of Science degree in International Business with a focus on Finance from Fairfield University, earned between 2009 and 2013.