As a Client Service Administrator, Alecia plays a key role supporting our advisory relationship management team. Her daily responsibilities include portfolio accounting, client service, and client reporting. She is a seasoned financial services professional with comprehensive experience in wealth planning, relationship management, and portfolio analysis.

Alecia holds an Executive Certificate in Financial Planning from Duquesne University. She also earned an MBA with concentrations in Global Financial Management and International Business from Point Park University. Additionally, Alecia is involved in community initiatives and has demonstrated a commitment to diversity and inclusion within her professional network.

Outside of the office, Alecia leads an active lifestyle and is an avid outdoors enthusiast with a passion for snowboarding, golfing, and exploring new destinations. Above all, Alecia cherishes the time spent with her two daughters, Lola and Oakley.