Grace has over 10 years’ experience in client relations and has previously worked at several large companies including, Wells Fargo and Bank of America. Most recently, Grace was a Senior Client Service Associate for Nelson Capital, a registered investment advisor with $2 Billion in assets under management.
As a Portfolio Administrator, her aim is to deliver exceptional client services and to work closely with each member of the Operations team. Her current responsibilities include establishing and maintaining client accounts including the compilation and completion of client, custodian, and firm paperwork; review and maintenance of client transactions and activity; execution of client and firm task such as asset transfers, preparation of reports, and general support to the portfolio managers.
Grace is originally from Peru but has been calling San Francisco home since she was seven years old. She loves to go skiing with her sisters and to dance Salsa. She shares her home with three fun-loving dogs: two Chihuahuas named Gizmo and Ozzie, and a Labrador mix named Daisy.