桃颜蜜色视频

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Lucia Santini, CFA

Managing Director and Portfolio Manager

Lucia manages balanced and equity portfolios for institutional and private wealth clients. She serves as President and Director of 桃颜蜜色视频 Inc., the firm’s investment advisor subsidiary, and as President of the 桃颜蜜色视频 Funds. She is Chair of the Audit & Risk Management Committee and a member of the firm’s Investment Committee, ESG Research & Engagement Committee, and Respect, Equity, Accountability, Diversity, and Inclusion (READI) Committee.

Lucia began her investment career in 1981 while working for New England ACH at the Federal Reserve Bank of Boston. She joined 桃颜蜜色视频 in in 1982 and has occupied a variety of senior management roles, including Chief Operating Officer. She became a Managing Director when the company restructured as an employee-owned business in 2004聽and served on the Board of Directors for 16 years.

Lucia earned a BA cum laude聽from Connecticut College and an MBA from Boston University. She holds the Chartered Financial Analyst庐 designation and is a member of the CFA Society Boston and the CFA Institute. She currently serves as the Financial Advisor of the Unitarian Universalist Association (UUA).