Laurie Silvestri

As a portfolio analyst, Laurie's primary focus is on portfolio design and implementation with wealth appreciation, tax efficiencies, and risk management. Possessing a truly deep passion for the market and investing, she draws on her many years of experience to guide clients through whatever market conditions prevail.

Laurie tracks current and past conditions, and utilizes account monitoring, market research, and investment analysis to ensure clients' allocations and risk objectives stay on track, as well as maintain income strategies.