“My dad started day trading stocks when I was away at college. During our conversations, I started to develop an interest in the markets and what he was doing. Although I quickly learned to take a long-term perspective on investing, I credit the development of my interest in investing to him!”
Lauren is an investment specialist at Truepoint where she works with the investment team to develop and implement investment strategies as well as to rebalance client portfolios. She also meets with clients for investment reviews. “I love providing clients with financial peace of mind. There is absolutely no better feeling than when a client says that they no longer worry about their investments because they trust what we are doing for them.”
Lauren graduated cum laude with a bachelor’s degree in finance and a minor in economics from The Ohio State University. She holds the CERTIFIED FINANCIAL PLANNER™ and Chartered Financial Analyst (CFA) designations. Lauren is an active member of both the CFA Institute and CFA Society of Cincinnati. Prior to joining Truepoint, she worked at RiverPoint Capital Management, PNC and Fifth Third Bank.
A resident of Columbia Tusculum, Lauren is married with a young son. She loves to be active, whether it’s traveling, running a local race, kayaking, bowling or exploring her neighborhood.