About Laurie
As Senior Manager of Portfolio Trading for the firm, Laurie plays an integral role in providing support into centralized trading and portfolio management helping to improve efficiencies and providing additional leverage to our Advisory teams. Laurie handles many of the daily activities in the portfolios including cash management, rebalancing and trade execution, capital calls, journals and distributions, and redeployment of proceeds. Additionally, Laurie is involved in system design and managing settings within the firm’s trading software with an eye towards optimizing trading efficiency.
Laurie came onboard in late 2020 with over 25 years of experience in the finance industry, including 19 years at Brandes Investment Partners, a local investment advisory firm managing global equity and fixed income assets. There she started as an Analyst in the SMA/Wrap department and moved into a Senior Account Analyst role, and eventually became a Trading and Operational Risk Specialist. She holds a bachelor’s degree in Psychology from UCLA.
Laurie lives in San Diego where she enjoys the beaches, hiking, yoga, and local restaurants. She also spends her free time reading and traveling with her family.
As Senior Manager of Portfolio Trading for the firm, Laurie plays an integral role in providing support into centralized trading and portfolio management helping to improve efficiencies and providing additional leverage to our Advisory teams. Laurie handles many of the daily activities in the portfolios including cash management, rebalancing and trade execution, capital calls, journals and distributions, and redeployment of proceeds. Additionally, Laurie is involved in system design and managing settings within the firm’s trading software with an eye towards optimizing trading efficiency.
Laurie came onboard in late 2020 with over 25 years of experience in the finance industry, including 19 years at Brandes Investment Partners, a local investment advisory firm managing global equity and fixed income assets. There she started as an Analyst in the SMA/Wrap department and moved into a Senior Account Analyst role, and eventually became a Trading and Operational Risk Specialist. She holds a bachelor’s degree in Psychology from UCLA.
Laurie lives in San Diego where she enjoys the beaches, hiking, yoga, and local restaurants. She also spends her free time reading and traveling with her family.