Lauren advises successful entrepreneurs, business owners, and other wealthy families across multiple generations and geographic regions. Taking a holistic approach to wealth management, Lauren helps clients work toward their goals utilizing customized asset allocations and implementation strategies, trust and estate planning, and strategic philanthropic giving. Prior to joining Summit Trail Advisors, Lauren was at Barclays for seven years, where she was a Vice President. Previously, she worked for three years in the private wealth management groups at Lehman Brothers and JPMorgan Private Bank.
Before transitioning into financial services, Lauren worked at John Berggruen Gallery in San Francisco, where she helped high net worth individuals develop their art collections. Lauren received a B.A. with highest distinction in art history from Duke University and is on the Board of Directors for the Duke University Young Alumni Development Council. She is Co-Chair of the Professional Advisors Council and a Board Member for the Cambridge Community Foundation and a member of the Boston Estate Planning Council. She also served for two years on the Board of Directors for C.E.O. Women in Oakland, CA. Lauren lives in Cambridge, MA, with her husband and two daughters.
B.A., Highest Distinction in Art History, Duke University