Judy K. LaRocco
Client Relationship Specialist
As a client relationship specialist, Judy is the primary contact for clients’ day-to-day needs. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Judy develops close relationships with her clients to ensure consistent and exceptional service. Judy also supports our senior portfolio management and wealth planning professionals.
Judy has over 40 years of experience in investment management. Previously she was a senior portfolio management assistant at Ameriprise Financial/Columbia Threadneedle Investments.
In her free time, Judy enjoys traveling, reading, and spending time with family and friends.