We’ve added two new team members to ensure you continue to receive the highest possible level of personal and comprehensive service.
Please join us in welcoming Kathryn Lamontagne and Stephanie Cooper to the firm. They will be working directly with clients on their financial planning and wealth management strategies, alongside our third Client Services Associate Rachael Grattan.
For those of you who have enjoyed working with Client Services Associate Melissa Grochal over the past five years, you’ll be pleased to hear that Melissa has not moved far away. Melissa is currently on sabbatical pursuing her mathematics and economics studies on a full-time basis at Florida Atlantic University.
Here’s some background on Kathryn and Stephanie:
Kathryn Lamontagne recently joined us as Client Services Associate. Kathryn relocated to South Florida from Buffalo, New York last year. While she misses the snow and skiing up north, she’s quickly learning to appreciate Florida’s year-round warm, sunny weather.
She started her finance career at M&T Bank in New York, working with institutional trust administration, retirement plans and operations. Following that, Kathryn spent five years at HSBC Bank and HSBC Securities, Inc., in private wealth advisory services and brokerage operations, before advancing to relationship management, where she advised bank customers on their banking, investment and insurance needs.
In her spare time, Kathryn enjoys the outdoors, running, and spending time with family and friends. She served honorably in the United States Marine Corps on active duty for four years, and earned her B.S. degree from the State University of New York at Buffalo.
Kathryn is our point person for operations, compliance and investment account administration. She will soon be starting classes to earn her CFP® (Certified Financial Planner) designation, and looks forward to meeting clients and working with them on all their financial and investment goals.
You can reach Kathryn at email@example.com.
Stephanie Cooper also joined us as Client Services Associate. She was born and raised in South Florida. She earned her MBA from Florida Atlantic University, with a concentration in Entrepreneurship, and her BA from Florida Atlantic University, graduating Cum Laude with a degree in Finance.
She was a finalist in the 2013 FAU Business Plan Competition, during which she met and networked with local investors and business owners. Her team’s plan addressed the special needs of women executives during pregnancy. Stephanie brings with her managerial experience in the small business market.
Stephanie works directly with clients to help implement their financial planning and investment strategies. She is also the primary contact for the firm’s marketing and outreach initiatives.
Her hobbies include reading, yoga and exercising, and she loves her cat Carson.
Stephanie can be reached at firstname.lastname@example.org.