Prior to joining BakerAvenue, Lorenzo was in the wealth management industry offering an exceptional 10+ years of experience in a variety of administrative positions, including as a Trust Administrator and Administrative Assistant. Lorenzo has a positive attitude, cheerful personality, and the ability to engage others in conversations. At BakerAvenue, he works closely with the New York Wealth Advisory Team to efficiently serve the needs of many clients.
Lorenzo earned an A.A. in Early Childhood from Kingsborough Community College and a B.A. in Liberal Studies from Medgar Evers College.
Current role
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Abacus Wealth Partners
Client Service Associate at Miracle Mile Advisors
Client Service Associate at BakerAvenue Wealth Management
Client Service Associate at The Colony Group