Team Category: Client Services

Araceli has over 25 years of experience in the financial industry providing high-quality client services.  Her role in client services emphasizes working directly with clients, portfolio managers and account custodians to oversee service requests and facilitate

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