FINANCE: Krouth & Lee – Los Angeles Business Journal

David Krouth joins Northern Trust as a Senior Portfolio Advisor in Pasadena. Alongside dedicated teams across banking, trust and estates, wealth planning and investing, he will help clients navigate change with confidence and meet their lifetime goals. Krouth brings more than 20 years of investment analysis and portfolio management experience. Prior to joining Northern Trust, he was a Senior Portfolio Manager where he was the primary or co-portfolio manager of more than $11 billion of fixed income assets. He specializes in credit analysis, asset allocation and customized portfolios. Krouth received a Bachelor of Science in Finance from the University of Idaho and holds a Chartered Financial Analyst (CFA) designation.

You are viewing: FINANCE: Krouth & Lee – Los Angeles Business Journal

See more : Estey receives Idaho Business Review Excellence in Finance award

Rosa Lee has joined Northern Trust as a Senior Relationship Advisor in Pasadena where she will work with high-net-worth individuals and families to develop comprehensive wealth management plans. Lee will use Northern Trust’s award-winning technology to collaborate with clients to design a plan around their unique priorities and make ongoing decisions as circumstances change. She received a Bachelor of Arts in Psychology and Communications from the University of Southern California and holds the Certified Financial Planner (CFP) and Certified Trust and Financial Advisor (CTFA) designations. She currently serves on the Board of Directors for the University of Southern California Asian Pacific Alumni Association and speaks both English and Korean fluently.