Lauren Waldo

Lauren Waldo is a dedicated Wealth Advisor at Corient since July 2023, bringing extensive experience in wealth management from previous roles at Inverness Counsel LLC as Vice President and Director of Wealth Management, and at Rockefeller & Co as Senior Client Service Associate. With a solid foundation in client service and management gained through various positions at Rockit Solutions, LLC, including Manager of Service Architecture & Implementations, Lauren has honed skills in relationship management and service delivery. A graduate of Marist College, Lauren holds a Bachelor of Science degree in Business with a concentration in Finance.