Lily’s role as Mosaic’s Associate Family Office Coordinator touches nearly every aspect of our client’s financial, legal, and business life. Her responsibilities include maintaining books and balance sheets for our clients, understanding both their business and legal structure, as well as keeping track of fund flows and transactions across a complicated collection of entities and institutions. Lily initially joined Mosaic as an intern and became a fulltime employee in May 2016 after graduating with her BBA in Personal Financial Planning from The University of Houston.
A native Houstonian, Lily is currently living and working remotely in Colorado Springs, though she spends one week a month in the Houston office. In her spare time, she enjoys home renovations, cooking, and spending time with her four dogs.