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Captrust | CFA ® (Certifications)

location

Boston, MA

0 Disclosures

ADVISOR BIO

Lauren Claire Lambert is an investment advisor representative at Captrust. Lauren is registered with the state of Massachusetts and Texas. Lauren has been in the industry since 2014 and has worked at Guilder Group LLC, Boston Advisors LLC and CapFinancial Partners, LLC. (CAPTRUST). Lauren has the Chartered Financial Analyst designation. Lauren's areas of specialization include Financial planning, pension consulting, portfolio management for businesses, portfolio management for individuals and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed
location

El Segundo, CA

0 Disclosures

ADVISOR BIO

Lauren Salas is an investment advisor representative with Mariner Wealth, registered with the state of California. Lauren is a Series 65 licensed professional with experience in providing financial planning and investment advice to individuals and businesses. Prior to joining Mariner Wealth, Lauren has experience at Morton Capital Management, Ferguson Enterprise, Casa Bella Apartments, and New Mexico State University. Lauren Salas provides investment advisory services to clients in the El Segundo, California area.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
FAMILY OFFICE SERVICES
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Lord, Abbett & Co. LLC

location

JERSEY CITY, NJ

experience

20 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Corona is a registered investment advisor representative with Lord, Abbett & Co. LLC. Lauren is a highly experienced advisor with over 18 years in the industry. Lauren has a wide range of experience with financial planning, portfolio management for individuals, businesses, investment companies, and pooled investment vehicles.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
IMPERSONAL INVESTMENT ADVISORY SERVICES
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Corient | CFP ® (Certifications)

location

New York, NY

0 Disclosures

ADVISOR BIO

Lauren Waldo is a financial advisor at Corient. Lauren is a Certified Financial Planner with over 10 years of experience in the financial services industry. Lauren has worked for several firms in New York City, including Rockefeller & Co., Inc. and Inverness Counsel, LLC. Lauren specializes in providing financial planning and investment management services to individuals, families, and businesses. Lauren is registered with the state of New York and Texas to provide investment advice.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Security Ratings
Market Timing Services
Publication of Financial Periodicals
Unclaimed

Asset Preservation Advisors, LLC | CFA ® (Certifications)

location

ATLANTA, GA

0 Disclosures

ADVISOR BIO

Lauren Elizabeth Olsen is a registered investment advisor representative with Asset Preservation Advisors, LLC. Lauren has been in the industry since July 2013 and joined Asset Preservation Advisors in March 2024. Lauren is registered with the state of New York and is also licensed in Georgia. Lauren is a Chartered Financial Analyst. Lauren's specialization areas are retirement planning, investment management, and portfolio management. Lauren's firm Asset Preservation Advisors, LLC offers portfolio management services for individuals, businesses, and pooled investment vehicles. The firm also provides services in retirement planning and financial planning.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

DALLAS, TX

experience

22 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Michelle johnson Housh is a financial advisor with RBC Capital Markets, LLC, based in Dallas, TX. Lauren has been in the financial services industry since 2002 and holds a number of securities licenses and registrations. Lauren is registered in several states as a Broker/Dealer and Investment Advisor. Lauren's experience and expertise cover a broad range of financial services, including portfolio management for individuals, families and businesses, pension consulting, and financial planning. Lauren is also a board member of the Ursuline Academy of Dallas Foundation.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed

Dimensional Fund Advisors LP

location

AUSTIN, TX

experience

6 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Lynda Rishel is a Registered Representative and Investment Advisor Representative with Dimensional Fund Advisors LP. Lauren has been in the industry for over 4 years. Lauren obtained her Series 66, Series 7TO, and SIE licenses. Lauren has experience working in various industries, including accounting, finance, and education. In addition to her work as an advisor, Lauren also runs an online e-commerce business. Lauren is committed to providing her clients with personalized financial advice that meets their individual needs.

SPECIALIZATIONS

Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
Portfolio Management for Pooled Investment Vehicles
Unclaimed

RBC Capital Markets, LLC

location

DENVER, CO

experience

14 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Hartman is a financial advisor with RBC Capital Markets, LLC. Lauren has been in the industry since January 25, 2011. Lauren holds the Series 7, 50, 52TO, 63, and 79 licenses. Lauren is registered with the states of Colorado and New York. Lauren's experience and qualifications enable Lauren to provide financial advice to a wide range of clients, including individuals, businesses, and institutions.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
SERVICE PUBLIC & PRIVATE EMPLOYEE BENEFIT PLANS, ENDOWMENT FUNDS, FOUNDATIONS, FAMILY TRUSTS & VARIOUS CAPITAL/OPERATING FUNDS
Portfolio Management for Pooled Investment Vehicles
Unclaimed
location

RALEIGH, NC

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Lauren Moseley Bartholomew is an investment advisor representative with Captrust. Lauren has been in the industry since March 20, 2009 and is registered in North Carolina. Lauren has passed the Series 7, Series 66, and SIE exams. Lauren specializes in providing financial planning, pension consulting, portfolio management for individuals and businesses, and portfolio management for pooled investment vehicles.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Pooled Investment Vehicles
Publication of Financial Periodicals
Unclaimed

Nuveen Asset Management, LLC

location

CHICAGO, IL

0 Disclosures

ADVISOR BIO

Lauren Oleary Champ is an Investment Advisor Representative with Nuveen Asset Management, LLC. Lauren Oleary Champ is licensed in Illinois and has been working in the industry since December 2011. Lauren Oleary Champ specializes in providing portfolio management for businesses, individuals, investment companies and pooled investment vehicles. Lauren Oleary Champ is also qualified to provide pension consulting and selection of other advisers. Lauren Oleary Champ is a Series 65 Registered Representative and holds a Uniform Investment Adviser Law Examination license.

SPECIALIZATIONS

Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Portfolio Management for Investment Companies
MODEL PORTFOLIO ADVICE
Portfolio Management for Pooled Investment Vehicles

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