Client Relationship Manager
Having begun her career with EF Hutton, Pamela has over 30 years of experience in the securities and wealth management industry. She manages the client experience by providing support to all facets of the investment process, handling the day-to-day inquiries from clients, and acts as a liaison between custodians and investment managers. Her passion is cultivating long-term client relations with superior customer service.
Pamela and her husband Al have been married 32 years and have 2 children. They are both very active in their local horse community and church. Pamela also has a passion for philanthropic work. She is an Honorary Life Member of The National Charity League, Inc. and is a current board member of her local chapter. Along with providing deep bonds with family and community, this organization enables her and her daughter to support and serve alongside local philanthropies, including her favorite - fostering retired Greyhounds.
Pamela has acquired over the years several securities registrations, is an Accredited Investment Fiduciary (AIF®), and is a California-licensed Insurance Professional, License 0A09294