Lauren is a Vice President of Wealth Management. Prior to joining Inverness in 2015, Lauren worked with high net worth individuals, trusts, and foundations as a Senior Client Associate at Rockefeller & Co., Inc. Her previous roles included Manager of Service Architecture & Implementations and Relationship Manager at Rockit Solutions, LLC, a wholly-owned subsidiary of Rockefeller & Co.
Lauren earned a BS in Finance from Marist College in 2005 where she graduated summa cum laude. Lauren is a CERTIFIED FINANCIAL PLANNER™ and a member of the Financial Planning Association. Lauren has also passed Level I of the CFA Program.
We welcome the opportunity to work with you in pursuit of your aspirations.
Please contact Philip Lawrence at
(212) 207-2122 or email@example.com.