LUCIA RINALDI, CFP®

Senior Operations Associate

Lucia works directly with our advisory and operations teams. She is a highly accomplished financial professional with more than 15 years of experience in Private Wealth Management focused on client relations, trading execution, and operations. Before joining Shufro Rose, Lucia was a Portfolio Analyst and Trading Assistant at First Manhattan Co. for ten years.

Lucia received her B.S. from Syracuse University, majoring in Finance, and is a CERTIFIED FINANCIAL PLANNER™ certificant.