Rosalee Young

Rosalee Young is listed by Evart, Young & Hobbs Investment Management as the firm's administrator. The firm says she began her career with EYH in 1989, served as president of the firm in 1998, and continues to work closely with clients in an administrative role.

Evart, Young & Hobbs says Rosalee has been registered as an investment adviser representative with the SEC since 1994. The SEC IAPD search record identifies her as Rosalee Stablein Young, CRD/IAPD source ID 4388968, with no disclosure flag shown in the search result.

Her education, according to the EYH team page, is a Bachelor of Arts in Secondary Education from Marycrest College in Davenport, Iowa. EYH itself was established in 1992 and is based in Redwood City, California; the firm describes itself as an independent, fee-based fiduciary serving individuals, families, business owners, trusts, and pension plans.

I found no verified public evidence that Rosalee Young is an angel investor, seed investor, or venture investor. The available sources support a profile as a financial-services administrator and investment adviser representative associated with a registered investment adviser, not a startup angel-investing role.

• EYH's stated approach is fiduciary and client-portfolio oriented, not venture-capital oriented: “We are a fiduciary,” and the firm says it is not selling products or investments.
• The firm builds customized investment plans using tactical asset allocation, risk/return expectations, and global diversification.
• EYH says it primarily uses no-load mutual funds and exchange-traded funds after a screening process.
• The firm's stated philosophy emphasizes long-term investing, appropriate asset allocation, and ongoing portfolio adjustments.
• EYH also advises businesses on 401(k) plans, including provider selection, investment policy statements, plan investment choices, monitoring, and participant education.
• No public check size, startup stage focus, or angel-investing thesis was found for Rosalee Young.