Lauren M. Niestradt, CFP®, CFA

Sr. Portfolio Manager

“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’s Story

Lauren builds and manages client portfolios and ensures that clients’ investment strategies are well integrated into their overall financial plan. She brings her combined investment and financial planning background to offer insights into behavioral finance, knowing that one of the biggest hurdles investors have is the emotional side of investing. Lauren is particularly interested in macroeconomics and  is especially skilled at explaining technical concepts in plain language . She was drawn to Truepoint because of its client focus, which enables her to get to know clients personally and see firsthand how her work helps them reach their goals.

Lauren spends much of her free time outdoors with her husband and two young children, usually at the park or the zoo. She also loves to travel and explore new places.


Specialties: explaining technical concepts to clients, investment strategy, P&G retirement plan and performance awards, portfolio management, responsible (ESG) investing, trading

Education

The Ohio State University, BS, Finance (Economics minor)

Designations

Chartered Financial Analyst
CERTIFIED FINANCIAL PLANNER™

Community Involvement (4)

  • Cincinnati Observatory Foundation, Board of Directors
  • Cincinnati Boychoir, Board of Trustees and Finance Committee
  • CFA Society of Cincinnati
  • Cincinnati USA Regional Chamber, Leadership Action (Class 5)

Interested in working with
our team?