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Ubonwan "Cern" Lee

Ubonwan "Cern" Lee

Research Analyst

The ever-changing financial landscape has always fascinated me. It emphasizes the importance of remaining diligent and continuously learning, which keeps me excited about the field. When I came to the United States to further my education, I noticed significant disparities between the financial systems of the United States and Thailand. It became evident that Thailand was lagging in knowledge and product offerings. This realization motivated me to deepen my understanding and expertise to better serve my community and those around me.

Originally from Southern Thailand, I moved to the United States in 2007 to pursue higher education. I earned my master’s degree from Northeastern University, specializing in Project Management with a focus on Financial Markets and Institutions.

I joined Planned Solutions in 2022 as a Research Analyst, I excel in conducting thorough analysis and research to extract valuable insights from data and staying informed about market trends, economic indicators, and industry developments that may impact investment decisions. I am dedicated to providing accurate information. I partake in presenting findings in our investment committee meetings, which helps contribute to informed decision-making in portfolio management. I am grateful to be part of a team that helps clients reach their financial goals. 

When not at work, I enjoy spending time with my family – traveling to new destinations and relaxing on the beach. I also enjoy building connections with friends which provides me with a social life separate from the responsibilities of being a mother to my two young daughters