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Cfp Laura Marquet

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Cfp Laura Marquet

Managing Director - Head of Portfolio Management | Grove Bank & Trust

Miami, Florida, United States

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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.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Leadership Development

Innovation

Organisational experience

Corporate Experience

Cfp Laura Marquet

Work Experience

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Managing Director - Head of Portfolio Management at

Grove Bank & Trust

April 2023 - Present

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Senior Director - Head of Portfolio Management at

Grove Bank & Trust

March 2022 - April 2023

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Senior Director - Senior Portfolio Manager at

Grove Bank & Trust

July 2020 - March 2022

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Senior Director - Fiduciary Wealth Advisor at

Grove Bank & Trust

January 2019 - July 2020

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Wealth Advisor at

Investor Solutions

July 2016 - November 2018

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Financial Advisor at

Singer Xenos Schechter Sosler Wealth Management

February 2013 - May 2016

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Summer Associate at

UBS

May 2011 - July 2011

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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

mail

********@coconutgrovebank.com

********@grovebankandtrust.com

Colleagues

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Scott Hertzog

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Robert Coords

Chairman, President, and CEO

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Libby Witherspoon

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Sparks Brian

Vice President, Commercial Loan Officer

Sharon Kreutzer

Vice President & Branch Manager

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Emilio Vazquez

Senior Vice President, Premier Banking

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Juan Jaureguizar

Senior Vice President Director of Residential Lending

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Alex Jimenez

SVP, Premier Banking Group

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Bert Lopez Cpa

Executive Vice President - Chief Financial Officer

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