Melissa Yeung is a Client Service Analyst at Lake Street Advisors, serving as a primary point of contact with custodian banks on behalf of the firm’s clients. She handles a variety of client service activities, including asset movement and account maintenance.
Prior to joining Lake Street in 2023, Melissa worked in mortgage lending as a senior mortgage underwriter/ operations manager.
Melissa resides in Nashua, NH, where she has spent most of her adult life. She loves the beach and in her free time she can be found spending time with family, hiking, traveling to new places, meeting new people, and experiencing different cultures.