Laura Pantaleo
Wealth Manager & Employee Owner
Years of experience in the industry has led Laura to believe strongly that the most meaningful part of her job is working hand in hand with clients to find solutions that support the life they want to lead. She relishes working with individuals and often multiple generations, using a combination of sharp analysis and personal connection to help clients manage major life transitions. Laura considers herself an advocate for her clients first and foremost and appreciates the deep relationships we’re able to form with them as we guide them through life transitions of all kinds and help them ensure that they are confident in their ability to sustain and manage their wealth.
After beginning her career as a financial analyst with Jurika & Voyles, Laura spent a successful tenure at Seneca Capital Management. While there she excelled in a high-stress environment selecting investments for institutional client portfolios and was made a partner thanks to her contributions building the firm from early in its life to $14B in assets under management.
- MBA, University of Western Ontario
- B.A. in Business and Economics, Bishop’s University, Quebec
- Co-Chair of Professional Advisor’s Council, San Francisco Foundation
- Advisory Board, Posse Bay Area
Getting back into the competitive swimming she enjoyed growing up. Enjoy being involved in events to support community, art and culture.
