Lauren Sekerke, MBA, CFA®
As an advisor and business owner, it’s critical to have meaningful feedback on your process. Lauren provides Align Financial with project management support for major organizational initiatives like hiring, technical topic research, portfolio management and money manager research.
Lauren’s analytical approach to project management helps Align Financial stay on course. With a depth of institutional investment management experience, she serves as a sounding board and critical partner in evaluating and implementing the portfolio management and investment manager review process.
Lauren is the founder of Left Field Insights, a consulting firm that specializes in serving investment and financial planning firms. She has more than 15 years of experience providing infrastructure support for financial advisors to streamline their practices.
Lauren earned her B.S. in Finance with a concentration in Mathematics from Lehigh University, followed by an MBA in Finance and Accounting from the University of Chicago. She is a CFA® charterholder.