Lauriann has managed her clients’ portfolios for more than twenty years as part of her thirty year career in the financial services industry. She considers her greatest professional accomplishment the deep and lasting client relationships built throughout the years. Many of those relationships span decades of changing family or wealth dynamics, dreams, and aspirations. It is those relationships, and helping her clients preserve and grow their wealth through changing times and goals, which bring Lauriann great fulfillment. She combines her gift of caring instincts with her technical and professional experience to guide clients with a thoughtful, process-driven approach.
Prior to joining Alex Brown, Lauriann was a Senior Institutional Consultant and Senior Portfolio Manager for Morgan Stanley, and a Private Wealth Advisor at Goldman Sachs. Earlier in her career, she was a Portfolio Manager at Mellon Trust and a US Treasury bond Sales/Trader at Citibank. Lauriann earned her MBA from New York University and is a member of the CFA Society of San Francisco.
Believing that giving back is as important as achieving her professional goals, Lauriann has considerable non-profit board experience including the Rene and Veronica diRosa Foundation, where she is a Trustee Emeritus, and alsoas 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 in San Francisco with her two small dogs, and shares her time between California and New York.
Raymond James is not affiliated with any organizations mentioned.
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