Joyce Lee is the chief financial officer for Marguerite Casey Foundation. She directs the foundation’s financial and administrative operations: investment portfolio management, budgeting, accounting and tax reporting, risk management, information technology, and administration. She also works closely with the grantmaking team to develop and implement the foundation’s program-related investment (PRI) strategies and to provide counsel to assess grantees’ financial health.
Prior to joining Marguerite Casey, Lee was a principal at Clark Nuber, a CPA and consulting firm that provides sophisticated accounting and consulting services to clients in the Pacific Northwest and throughout the world. Lee specialized in helping foundations and nonprofit organizations achieve their goals through improved accounting practices and business strategies.
She currently serves as treasurer for the board of directors of the nonprofits Hispanics in Philanthropy and 501 Commons. Previously, she served on the board of directors for Asian Counseling and Referral Service, and Seattle Humane.
Lee is a Certified Public Accountant and a Certified Financial Planner. She holds a bachelor’s degree in accounting from Western Washington University and an executive master of public administration degree from the University of Washington.