Lucy M. Jolie

Client Relationship Specialist

As a client relationship specialist, Lucy 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. Lucy is also responsible for some of our most complex relationships with trust and custody banks. Lucy develops close relationships with her clients to ensure consistent and exceptional service. Lucy also supports our senior portfolio management and wealth planning professionals.

Lucy brings over 35 years of experience in wealth management. Previously, she provided operational support to the institutional research department at Fox-Pitt Kelton.

Lucy enjoys volunteering with nonprofits. When she’s not giving back to the community, you can find her outdoors on the ski slopes, hiking, kayaking, and traveling.