Laureen Brandin

As Vice President, Client Service, Laureen provides support in all areas of client service, including portfolio management and account administration. She began her career in the securities business in 1982 at Tucker Anthony and Moseley, Hallgarten, Estabrook & Weeden in New England. Most recently, she worked at UBS Financial Services, Inc. for over ten years.

Her background for providing high-level service to clients includes high-tech sales, client service in the travel and ski business in the U.S. and Europe, as well as 14 years as a business owner, design/build and property manager. Laureen also maintains her Series 7, 63 and 65 securities licenses.