Throughout her career, Lauren has delivered wealth strategy services to ultra high net worth clients. As a Managing Director, Wealth Strategy, Lauren designs solutions and strategies to help families navigate the complexities of multi-generational wealth. Lauren addresses all facets of multi-generational wealth including estate planning, wealth transfer planning, financial planning, philanthropy, risk management, business succession planning, next generation education, and family meeting facilitation.
Prior to joining NewEdge, Lauren spent time as a Wealth Strategist with Hawthorn, PNC Family Wealth in Philadelphia. While at Hawthorn, she worked closely with ultra high net worth families and the next generation to provide advice on complex estate and wealth planning issues.
Lauren earned a Bachelor of Business Administration in Finance and Marketing from the University of Cincinnati, followed by a Master of Taxation from Villanova University. She is also a CERTIFIED FINANCIAL PLANNER®. Lauren currently resides in Pittsburgh, PA, and in her spare time enjoys running, fitness classes, and all things Cleveland sports.