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Lauren Moone, Cfa, Cfp®, Cpwa® is listed as Managing Director at Farther at Farther, a company with 14 employees, based in Pleasanton, California, United States. AeroLeads shows a work email signal at farther.com and a matched LinkedIn profile for Lauren Moone, Cfa, Cfp®, Cpwa®.
Lauren Moone, Cfa, Cfp®, Cpwa® previously worked as Managing Director at Farther and Executive Vice President at Mirador Capital Partners. Lauren Moone, Cfa, Cfp®, Cpwa® holds Ba, Economics, Accounting, Finance from Claremont Mckenna College.
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Lauren is a Managing Director at Farther and has been providing investment advice to high-net-worth individuals, families, and institutions for 17 years – with a specialization in complex financial planning and tax-efficient portfolio construction. She advises clients on vital financial matters, including employer stock option optimization, wealth transfer strategies, and concentrated equity strategies. She also helps families navigate competing financial goals, such as saving for college and planning for retirement, while optimizing for other financial decisions along the way.Prior to joining Farther, Lauren was Executive Vice President with Mirador Capital Partners – where she advised clients, wrote proprietary research, and chaired their investment committee. In Lauren’s previous role as Vice President and Director of Investments at First Republic, she was responsible for establishing the investment strategy and overseeing the implementation and performance of over $2bn of fiduciary investment portfolios. Earlier in her career, she worked with ultra-high-net-worth individuals and families to provide portfolio construction, asset allocation, and financial planning advice at Harris myCFO and Brownson, Rehmus & Foxworth; and she advised business owners on the sale of their companies as an investment banking analyst at Barrington Associates.A native of Seattle, Lauren now resides in Livermore, CA with her husband and four children. She enjoys snowboarding, wake surfing, playing the piano, and cheering on the 49ers.
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San Francisco Bay Area
Farther is a new kind of financial institution: combining expert advisors and cutting-edge technology to deliver a comprehensive, personalized client experience. Backed by top-tier venture capital firms, Farther caters to high-net-worth professionals who are building generational wealth and need a more holistic approach to managing their money.
Pleasanton, CA
Provide comprehensive investment advice for high net worth families, individuals and institutions. Responsible for investment portfolio management and asset allocation. Additionally advise on financial planning matters including employee stock plans, college savings, retirement and estate planning. Also perform and publish research on investment.
San Francisco Bay Area
Responsible for oversight of $2 billion of fiduciary investment portfolios. Determine investment strategy, asset allocation and implementation plan for new and existing relationships. Build and maintain quarterly monitoring processes to examine performance, asset allocation and concentration issues across fiduciary portfolios.Additionally responsible for.
Palo Alto, CA
Investment Manager for ultra-high net worth clients and their families. Responsible for portfolio asset allocation, investment manager due diligence, implementation and performance monitoring. Performed complex custom analyses regarding performance attribution, employer stock plans, cash flow forecasts and illiquid investment allocations.Harris myCFO is a.
Supported Principal in managing $3.5 billion of assets across several ultra high-net-worth individuals and families. Performed custom analyses to advise on all financial decisions including private equity and angel investments, philanthropy, sale of concentrated positions and tax and estate planning opportunities. Coordinated with accountants.
Los Angeles, CA
Barrington Associates was a boutique sell-side investment banking firm focused on entrepreneur- and private equity sponsor-owned middle-market businesses across a variety of industries. Barrington was acquired by Wells Fargo Advisors in 2006. Worked with deal teams to execute M&A transactions in branded consumer, business services and managed healthcare..
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Jonathon Mason
Colleague at Farther
Cincinnati Metropolitan Area, United States
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Jeffrey A. Hawkins
Colleague at Farther
Bend, Oregon, United States, United States
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Jeff Kernodle
Colleague at Farther
United States, United States
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Courtney (Siegfried) Phillips
Colleague at Farther
Chicago, Illinois, United States, United States
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Christine Thibodeaux, Cfp®
Colleague at Farther
San Francisco Bay Area, United States
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Robert Davenport
Colleague at Farther
Las Vegas, Nevada, United States, United States
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Joseph Kuo
Colleague at Farther
San Francisco Bay Area, United States
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Chris Tarkowski, Cfp®
Colleague at Farther
Mattawan, Michigan, United States, United States
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Abdo Zedan
Colleague at Farther
Cairo, Egypt, Egypt
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Josaphine Xayyaraj
Colleague at Farther
Dallas, Texas, United States, United States
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Quick answers generated from the profile data available on this page.
Lauren Moone, Cfa, Cfp®, Cpwa® works for Farther.
Lauren Moone, Cfa, Cfp®, Cpwa® is listed as Managing Director at Farther at Farther.
AeroLeads has found 1 work email signal at @farther.com for Lauren Moone, Cfa, Cfp®, Cpwa® at Farther.
Lauren Moone, Cfa, Cfp®, Cpwa® is based in Pleasanton, California, United States while working with Farther.
Lauren Moone, Cfa, Cfp®, Cpwa® has worked for Farther, Mirador Capital Partners, First Republic Bank, Harris Mycfo Investment Advisory Services, and Brownson, Rehmus And Foxworth.
Lauren Moone, Cfa, Cfp®, Cpwa®'s colleagues at Farther include Jonathon Mason, Jeffrey A. Hawkins, Jeff Kernodle, Courtney (Siegfried) Phillips, and Christine Thibodeaux, Cfp®.
You can use AeroLeads to view verified contact signals for Lauren Moone, Cfa, Cfp®, Cpwa® at Farther, including work email, phone, and LinkedIn data when available.
Lauren Moone, Cfa, Cfp®, Cpwa® holds Ba, Economics, Accounting, Finance from Claremont Mckenna College.
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