Middle Office Associate
Priscilla is responsible for supporting the operations of the firm’s Institutional OCIO, Discretionary Practice in the areas of account administration, client servicing, trading and ad-hoc consulting projects. Prior to joining the firm in 2021, Priscilla was a Senior Client Associate at First Republic Wealth Management. She graduated with a BA in Business from Lake Forest College. In her free time, Priscilla enjoys fitness, running, spending time with her son and trying new restaurants.