Lauren E. Waldo, CFP®

Vice President of Wealth Management

Lauren is a Vice President 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™ and a member of the Financial Planning Association.  Lauren has also passed Level I of the CFA Program.


Learn how we can help you to achieve your goals CONTACT US


Learn more about our qualifications and business practices.   DOWNLOAD +