Lillyann Funcion
Investment Operations and Client Relations
Lilly Funcion joined Gould Asset Management in 2004. Lilly devotes most of her time to the firm’s operations and administration of client accounts, and is a key resource for clients, as well as their tax and legal advisors. She maintains close working relationships with Gould’s third-party custodians in order to provide quick and effective service for clients. Lilly has more than 15 years in the investment management industry, most recently as an associate at Western Asset Management, working closely with marketing directors, client service managers, and institutional consultants. Prior to that, she worked for Roxbury Capital Management, where her duties included client service support and oversight of performance measurement audits.
Lilly has a BA in business administration from Woodbury University. When she’s not at work, she enjoys cycling, tennis and spending time at the beach.