Priscilla is responsible for the analysis of client investment portfolios for The Wealth Office®. She assists in the servicing of clients by offering expertise on asset allocation, portfolio design, investment policy statements, manager selection and financial planning. 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.
