Lottie comes from an extensive administrative background and has been in the finance industry since 2015. She has held a variety of roles at numerous reputable firms. With a passion for the finance industry and her amiable persona, Lottie is an engaging member of our client service and operations team.
As Client Concierge, Lottie is the first person you will meet and speak with at our firm. She aids with client on-boarding and she coordinates the numerous events we have throughout the year.
Lottie is a former college softball player, so being active is essential to her. Biking, yoga, and running marathons are some examples of how Lottie spends her free time. A native Houstonian, Lottie volunteers on the Stockman’s Club rodeo committee and takes care of animals at the BARC Animal Shelter. Lottie enjoys spending time at her house in Midtown with her two dogs, and is an avid traveler.