Lauren West, CFA, CAIADirector of Investment Operations
How Lauren Can Help You
As Director of Operations, Lauren is responsible for due diligence on prospective investment managers and continuously monitoring existing investments. Her sharp attention to detail and passion for perfection often position her leading the charge on team initiatives and organization.
What Makes Lauren Knowledgeable
Lauren joined Berman | Cresset in 2014 as an Investment Analyst. Before joining Berman | Cresset, she spent two years on the Institutional Client Service Team with Russell Investments in New York City, focusing on clients’ strategic asset allocation and investment review.
Prior to her time at Russell Investments, Lauren spent three years on the corporate finance team at The Home Depot. She was responsible for managing HD’s short-term investment portfolio, hedging foreign exchange exposures, and providing support and analysis on capital structure transactions. Lauren also spent over two years as a Performance Analyst for LCG Associates, an Institutional Investment Consulting firm in Atlanta.
Lauren graduated with highest honors from Georgia Tech with a Bachelor of Science degree in Management. She holds both the Chartered Financial Analyst (CFA) designation and the Chartered Alternative Investment Analyst (CAIA) designation and is a member of the Atlanta Society of Financial Analysts.