Lauren E. Waldo, CFP®, CTFA, AFIM®

Director of Wealth Management

Lauren is the Director of Wealth Management.  Prior to joining Inverness in 2015, Lauren worked with high net worth individuals, trusts, and foundations as a Senior Client Associate at Rockefeller & Co., Inc.  Her previous roles included Manager of Service Architecture & Implementations and Relationship Manager at Rockit Solutions, LLC, a wholly-owned subsidiary of Rockefeller & Co.

Lauren earned a BS in Finance from Marist College in 2005 where she graduated summa cum laude.  Lauren is a CERTIFIED FINANCIAL PLANNER™, an Accredited Fiduciary Investment Manager®, has earned the Certified Trust & Fiduciary Advisor (CTFA) professional certification from the American Bankers Association, and is a member of the Financial Planning Association.  Lauren has also passed Level I of the CFA Program.



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