Kelly Lourenco Overview

  • Primary Position
  • Associate

Kelly Lourenco General Information

Biography

Ms. Kelly Lourenco served as Associate at The Presidio Group. She joined Presidio's wealth advisory team in Washington D.C. in 2015. Kelly's primary responsibilities include investment strategy implementation and maintenance, portfolio reporting and client communications. Prior to Presidio, Kelly worked with ultra-high-net-worth individuals and families at Convergent Wealth Advisors. Kelly earned her Bachelor of Science degree from Philadelphia University.

Contact Information

Primary Position
Associate, The Presidio Group
Education
University of Philadelphia, BS (Bachelor of Science)
Gender
Female

Kelly Lourenco FAQs

  • Who is Kelly Lourenco?

    Ms. Kelly Lourenco served as Associate at The Presidio Group.

  • How much does Kelly Lourenco typically invest?

    Kelly Lourenco's median deal size is 000000.

  • What is Kelly Lourenco’s main position?

    Kelly Lourenco’s primary position is Associate.

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