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Gretchen Lee Email & Phone Number
Chief Compliance Officer
at
Clifford Swan Investment Counselors
1 work email found
@cliffordswan.com
2 phones found area 626
LinkedIn matched
✓ Verified August 2026
4 data sources
Profile completeness 100%
Current company
Role
Chief Compliance Officer
Location
Pasadena, California, United States
Who is Gretchen Lee? Overview
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Quick answer
Gretchen Lee is listed as Chief Compliance Officer at Clifford Swan Investment Counselors, based in Pasadena, California, United States. AeroLeads shows a work email signal at cliffordswan.com, phone signal with area code 626, and a matched LinkedIn profile for Gretchen Lee.
Gretchen Lee previously worked as Compliance Consultant at Crown City Compliance and Chief Compliance Officer at Gamble Jones Investment Counsel. Gretchen Lee holds Ba Economics, May 1992 from Scripps College.
Company email context
Email format at Clifford Swan Investment Counselors
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{first_initial}{last}@cliffordswan.com
86% confidence
AeroLeads found 1 current-domain work email signal for Gretchen Lee. Compare company email patterns before reaching out.
Profile bio
About Gretchen Lee
Gretchen serves as the CCO for Clifford Swan Investment Counselors. She also provides compliance support to firms on a contractual basis though her consulting firm, Crown City Compliance.For important disclosure information, please see the Social Media Disclosures under my Contact Info.
Listed skills include Compliance, Investment Management Industry, Broker Dealer, Investment Advisory, and 14 others.
Current workplace
Gretchen Lee's current company
Company context helps verify the profile and gives searchers a useful next step.
Clifford Swan Investment Counselors
AeroLeads page
5 roles
Gretchen Lee work experience
A career timeline built from the work history available for this profile.
Chief Compliance Officer
Compliance Consultant
Crown City Compliance
Provide continuing and project based compliance consultation services to Registered Investment Advisers.
Chief Compliance Officer
Jan 2005 - Sep 2009
Investment Associate
Engemann Asset Management
Jun 2000 - Nov 2004
1 education record
Gretchen Lee education
-
Scripps College
FAQ
Frequently asked questions about Gretchen Lee
Quick answers generated from the profile data available on this page.
What company does Gretchen Lee work for?
Gretchen Lee works for Clifford Swan Investment Counselors.
What is Gretchen Lee's role at Clifford Swan Investment Counselors?
Gretchen Lee is listed as Chief Compliance Officer at Clifford Swan Investment Counselors.
What is Gretchen Lee's email address?
AeroLeads has found 1 work email signal at @cliffordswan.com for Gretchen Lee at Clifford Swan Investment Counselors.
What is Gretchen Lee's phone number?
AeroLeads has found 2 phone signal(s) with area code 626 for Gretchen Lee at Clifford Swan Investment Counselors.
Where is Gretchen Lee based?
Gretchen Lee is based in Pasadena, California, United States while working with Clifford Swan Investment Counselors.
What companies has Gretchen Lee worked for?
Gretchen Lee has worked for Clifford Swan Investment Counselors, Crown City Compliance, Gamble Jones Investment Counsel, and Engemann Asset Management.
How can I contact Gretchen Lee?
You can use AeroLeads to view verified contact signals for Gretchen Lee at Clifford Swan Investment Counselors, including work email, phone, and LinkedIn data when available.
What schools did Gretchen Lee attend?
Gretchen Lee holds Ba Economics, May 1992 from Scripps College.
What skills is Gretchen Lee known for?
Gretchen Lee is listed with skills including Compliance, Investment Management Industry, Broker Dealer, Investment Advisory, Consultants, Proxy Voting, Sec Filings, and Marketing Communications.
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