As a Senior Advisor in Pathstone’s Boston office, Lauren serves as both the main point of contact and support to several high net worth clients and their families, working through a range of financial planning and investment related topics. She also partners with many clients’ other advisors, including accountants and attorneys, to develop and deliver comprehensive financial planning advice to address cash flow, tax, insurance, retirement, and estate planning issues. Lauren joined the firm after six years with another Investment Management firm where she was responsible for crafting customized financial plans designated to meet clients’ goals and objectives.
Lauren is a graduate of the University of Massachusetts – Boston, where she earned her Bachelor of Arts degrees in Social Psychology and Philosophy of Law, as well as a minor in Political Science. She is a Certified Financial PlannerTM professional and holds a Life, Accident, and Health license in the state of MA. Lauren is a member of the Public and Community Outreach Committee through the Boston Estate Planning Counsel (BEPC).