In her role as an Investment Analyst on the Asset Management team, Lauren supports portfolio managers and client services by executing trading and research requests while also contributing research-driven insights to the Alternative Investment team.
Lauren earned her Bachelor of Science in Finance from Florida Gulf Coast University, graduating Cum Laude in May 2025. While at FGCU, she gained hands-on experience as both an analyst and a portfolio manager in the Student Managed Investment Fund (Eagle Fund) and represented the university in the CFA Research Challenge.
Prior to joining the firm, Lauren worked as an intern with the Tamiami Angel Fund, where she deepened her knowledge of financial markets and investment strategies. She has also completed Bloomberg Market Concepts certification, passed both the Securities Industry Essentials (SIE) Exam, and the Series 65 Exam, and intends to pursue the CFA charter.
Outside of work, Lauren enjoys going to the beach, taking hot Pilates classes, running, learning to golf, and spending time with family and friends. A devoted sports fan, she also enjoys attending Buffalo Bills games.
In her role as an Investment Analyst on the Asset Management team, Lauren supports portfolio managers and client services by executing trading and research requests while also contributing research-driven insights to the Alternative Investment team.
Lauren earned her Bachelor of Science in Finance from Florida Gulf Coast University, graduating Cum Laude in May 2025. While at FGCU, she gained hands-on experience as both an analyst and a portfolio manager in the Student Managed Investment Fund (Eagle Fund) and represented the university in the CFA Research Challenge.
Prior to joining the firm, Lauren worked as an intern with the Tamiami Angel Fund, where she deepened her knowledge of financial markets and investment strategies. She has also completed Bloomberg Market Concepts certification, passed both the Securities Industry Essentials (SIE) Exam, and the Series 65 Exam, and intends to pursue the CFA charter.
Outside of work, Lauren enjoys going to the beach, taking hot Pilates classes, running, learning to golf, and spending time with family and friends. A devoted sports fan, she also enjoys attending Buffalo Bills games.