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Cfp Laura Marquet
Cfp Laura Marquet
Managing Director - Head of Portfolio Management | Grove Bank & Trust
Miami, Florida, United States
Cfp Laura Marquet
Summary
Laura Marquet, MBA, CFP is a distinguished Managing Director and Head of Portfolio Management at Grove Bank & Trust, specializing in wealth management and investment advice. With a strong foundation in financial planning and asset management, she has garnered extensive experience advising high net worth individuals, families, and businesses. Laura's approach is client-centric, prioritizing their interests and ensuring a conflict-free advisory process. Her academic credentials include an MBA from the University of Virginia and a BBA from Embry-Riddle, showcasing her commitment to excellence in finance. Laura's career began at UBS Wealth Management, where she honed her skills in serving ultra-high net-worth clients. Outside of her professional pursuits, she is passionate about tennis and equestrian sports, reflecting her dynamic personality and commitment to a balanced life.
Cfp Laura Marquet
Work Experience
Managing Director - Head of Portfolio Management at
Grove Bank & Trust
April 2023 - Present
Senior Director - Head of Portfolio Management at
Grove Bank & Trust
March 2022 - April 2023
Senior Director - Senior Portfolio Manager at
Grove Bank & Trust
July 2020 - March 2022
Senior Director - Fiduciary Wealth Advisor at
Grove Bank & Trust
January 2019 - July 2020
Wealth Advisor at
Investor Solutions
July 2016 - November 2018
Financial Advisor at
Singer Xenos Schechter Sosler Wealth Management
February 2013 - May 2016
Summer Associate at
UBS
May 2011 - July 2011
Cfp Laura Marquet
Education
University of Virginia Darden School of Business, Master Of Business Administration - Mba
January 2010 - January 2012
Embry–Riddle Aeronautical University, Bachelor Of Business Administration - Bba
January 2006 - January 2009
Frequently Asked Questions about Cfp Laura Marquet
What is Cfp Laura Marquet email address?
Cfp Laura Marquet's primary email address is ********@coconutgrovebank.com. To view the full verified email and additional contact details, sign up for free with Muraena.
What company does Cfp Laura Marquet work for?
Cfp Laura Marquet is a Managing Director - Head of Portfolio Management at Grove Bank & Trust, a company specializing in Monetary Authorities-Central Bank.
Where Cfp Laura Marquet graduated from?
Cfp Laura Marquet holds a degree in Asset/Portfolio Management from University of Virginia Darden School of Business.
How can I directly contact Cfp Laura Marquet?
To contact Cfp Laura Marquet directly, you can use the email address ********@coconutgrovebank.com. Complete contact information is available upon registration with Muraena.
Who is Cfp Laura Marquet?
Laura Marquet, MBA, CFP is a distinguished Managing Director and Head of Portfolio Management at Grove Bank & Trust, specializing in wealth management and investment advice. With a strong foundation in financial planning and asset management, she has garnered extensive experience advising high net worth individuals, families, and businesses. Laura's approach is client-centric, prioritizing their interests and ensuring a conflict-free advisory process. Her academic credentials include an MBA from the University of Virginia and a BBA from Embry-Riddle, showcasing her commitment to excellence in finance. Laura's career began at UBS Wealth Management, where she honed her skills in serving ultra-high net-worth clients. Outside of her professional pursuits, she is passionate about tennis and equestrian sports, reflecting her dynamic personality and commitment to a balanced life.
Cfp`s contact details
********@coconutgrovebank.com
********@grovebankandtrust.com
Colleagues
Chairman & CEO
SVP, Commercial Loan Officer
Chairman, President, and CEO
Executive Vice President - Head of Trust and Wealth Management
Vice President, Commercial Loan Officer
Vice President & Branch Manager
Senior Vice President, Premier Banking
Senior Vice President Director of Residential Lending
SVP, Premier Banking Group
Executive Vice President - Chief Financial Officer