Montague DeRose and Associates, LLC

Professional Staff

Annette Yee, Managing Director

Los Angeles Area

Ms. Yee joined Montague DeRose and Associates in January 2017 with over 30 years of public finance experience.  Most recently, she spent 20 years (1996 – 2016) as the President of Annette Yee and Company, a municipal advisory firm specializing in California school district finance.  She has personally completed over $13 billion in financings.  Included in these financings are general obligation bonds, certificates of participation, lease revenue bonds, community facilities district bonds, and tax and revenue anticipation notes.

Before starting her own firm, Ms. Yee worked as an investment banker at E.J. De La Rosa & Co., Inc. for 4 years and before that for First Interstate Public Finance for 6 years.  At First Interstate, she contributed in the creation of the pooled financing concept for the Los Angeles County of Education – a product that has been emulated throughout the State and elsewhere – and she is still associated with that program.  Her other clients have included the State of California, the Regents of the University of California, as well as school districts, cities and counties across the State.

Ms. Yee received a Bachelor of Arts Degree in Economics Systems Science from the University of California, Los Angeles; Magna Cum Laude with College Honors.  Ms. Yee is also an instructor in the California School Boards Association’s (CSBA) Masters in Governance Program, teaching the Finance and Collective Bargaining modules throughout the State, and she annually welcomes new Trustees for their initial training at CSBA’s annual conference.