With more than 25 years in the financial services industry, Lauriann has extensive experience in providing her clients with a thoughtful, process-driven approach that is designed to help preserve and grow her clients’ wealth. A managing director and client advisor for Alex. Brown, a division of Raymond James, Lauriann’s clients include affluent individuals and families, corporate executives, foundations and midsized companies.
Prior to joining Alex. Brown, Lauriann spent time at Morgan Stanley as a senior institutional consultant. Earlier in her career, she worked at Goldman Sachs as a private wealth advisor and also at Mellon Trust as a portfolio manager. She earned her MBA from NYU and is currently a member of the CFA Society of San Francisco.
Believing that giving back is as important as achieving her professional goals, Lauriann has extensive nonprofit board experience, including the Rene and Veronica di Rosa Foundation, where she is a trustee emeritus, and also an investment committee member for URI (United Religions Initiative). Lauriann additionally served as chair of the investment committee at Mills College and for the Parents Council at Lewis & Clark College.
Lauriann lives with her family in San Francisco and shares her time between California and New York.
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