Client Engagement Specialist
Laura joined Live Oak Private Wealth in 2021 as our Client Engagement Specialist. In her role, she owns the client’s experience to ensure a first-class, high touch and consistent process. Laura works closely with the team to formulate communication campaigns, plan events, create content and monitor Live Oak Private Wealth’s outreach efforts. Additionally, Laura focuses on the coordination of an integrated technology platform to drive a user-friendly and transparent client experience.
Before Live Oak Private Wealth, Laura worked for Mainstone Capital Management, a Boston-based registered investment advisory, where she was the Director of Client Service and Investor Relations. Prior to Mainstone, Laura was Director of Investor Relations for Windhorse Capital Management, a multi-family investment office located in Boston. Laura began her career at The Carlyle Group, a global investment firm based in Washington, DC, as a member of their investor relations team. Laura graduated magna cum laude from Vanderbilt in 2005. She is married to her husband, Ryal, and has two young children, Hanlon and Wood. In her spare time, Laura enjoys cooking, traveling and spending time on the water with her family.