Ingrid Lee serves Moneta clients with specialized expertise as Chartered Alternative Investment Analyst (CAIA). 

She is a tenured Senior Advisor on the McGinnis Brown Taylor Team at Moneta, working closely with successful individuals and families. A problem‑solver at heart and intensely curious, she focuses on understanding each client’s goals, values, and limitations to build sustainable, long‑term plans that align with what matters most to them. Ingrid believes that no one thinks about money the same way—and honoring those differences is central to her planning process. 

Ingrid graduated from Smith College in Northampton, MA. During her undergraduate studies, she spent a year in the London School of Economics’ Economics Department, learning alongside top international thought leaders and gaining meaningful exposure to global perspectives. 

Outside of work, Ingrid plays competitive tennis, sews, and enjoys spending time with her husband and their boys. 

• CERTIFIED FINANCIAL PLANNER®
• Chartered Alternative Investment Analyst