Gretchen Lee
joined Clifford Swan in 2018 and serves as Chief Compliance Officer. Immediately before joining Clifford Swan, Gretchen managed Crown City Compliance, a compliance consultancy firm she founded in 2009. Previously, she was Chief Compliance Officer at Gamble Jones Investment Counsel and an Investment Associate at Engemann Asset Management.

Gretchen received her B.A. in Economics from Scripps College in 1992 and frequently volunteers for her alma mater. She particularly enjoyed helping develop curriculum for the college’s Financial Literacy Program. Gretchen supports her community by volunteering for Mayfield Senior School and Maranatha High School. She and her husband enjoy spending time in the outdoors with their son and daughter—hiking and snow skiing are the family’s favorite activities.

Education
Scripps College, Bachelor of Arts, Economics, 1992

Secretary Summary

Essential Duties & Responsibilities:

• Prepare and distribute Agendas for Officer Meetings.
• Create and timely distribute Minutes of Officer Meetings.
• Work with President to review and approve procedures and policies that affect the structure and purpose of SCCG.
• Lead efforts to update the SCCG Bylaws, as needed.
• Maintain Officer biographies and role descriptions.
• Ensure organization and archiving of SCCG documents.

Qualifications:

Must be a Member in good standing with SCCG and be appointed by the President. In addition, successful execution of duties requires that an individual be able to perform each essential duty satisfactorily.