Laurie joined the firm in 2000 and has 17 years of investment experience. She is responsible for the firm’s relationship management effort.

Prior to joining the firm, Laurie worked with Eagle Asset Management as the Director of Client Services, where she was responsible for more than 70 institutional clients. 

Laurie earned a B.S. in Finance from the University of South Florida. She has obtained the Certified Investment Management Analyst designation and is a member of the Investment Management Consultants Association.