How We Work
Our team consists of passionate professionals whose personal and educational backgrounds have enabled them to confidently assist clients in planning their financial futures. We have cultivated a reputation for providing straightforward investment management services, empowering clients to better understand their finances and address their investment objectives.
Lisa Marie Scanlon
Executive Assistant to Cary Hall/Office Manager
Lisa Marie is the Executive Assistant to Cary Hall and CLH’s Black Diamond Client Service Administrator (CSA). She oversees all client service relationships and is responsible for ensuring all client meetings, events...
Chase Voldase
Director of Operations
Apeksha Shah
Client Service Analyst/Masterclass & Event Liaison
Laura Jean-Baptiste
Service and Operations Analyst
Laura Jean-Baptiste brings energy, a strong work ethic, attention to detail, and a passion for learning to the CLH team. Laura will assist in streamlining all operations and implementing a white-glove client service experience...
LPL 360 Team
National Office/Operations Support