BIO: Lauren Moone CFA, CFP®, CPWA®
Financial Advisor, Executive Vice President, Mirador Capital Partners
Lauren Moone is an Executive Vice President with Mirador Capital Partners and has been providing investment advice to high net worth individuals, families and institutions for 13 years. She additionally chairs Mirador's Investment Committee and is a member of the firm's Management Committee.
Prior to her time at Mirador, Lauren served as the Director of Investments at First Republic Bank where she oversaw $2 billion of fiduciary investment portfolios. Prior to First Republic, Lauren advised ultra-high net worth families and foundations on portfolio construction, asset allocation and manager selection at independent advisory firms Harris, myCFO and Brownson, Rehmus and Foxworth.
She is a native of Seattle, Washington and moved to California to attend Claremont McKenna College, where she graduated with a degree in Economics and Accounting. Lauren is a CFA charterholder, a Certified Financial Planner (CFP®) certificant and a Certified Private Wealth Advisor (CPWA®). Lauren currently resides in Pleasanton, California with her husband and three children. She enjoys snowboarding, waterskiing, playing the piano, and cheering on the 49ers.
Web Address: https://www.miradorcp.com/