Laila has over 20 years of experience in the financial industry with a focus on client servicing. As Manager of Client Services she is responsible for overseeing client requests, reporting for portfolio managers and compliance with the firm’s policies and
Laila Poveda
Laila Poveda
Manager
Laila has over 20 years of experience in the financial industry with a focus on client servicing. As Manager of Client Services she is responsible for overseeing client requests, reporting for portfolio managers and compliance with the firm’s policies and procedures. Her comprehensive experience, in-depth understanding of client services, and engaging personality make her an invaluable member of our team.
She has a Business Administration degree from California State University, Los Angeles. Outside her professional life Laila enjoys hiking, traveling with her family and visiting art galleries and museums.