Angela Rizzo
Principal | Private Client Relationship Advisor at Brown Advisory
- Role
- Client Relationship Advisor at Brown Advisory
- Location
- Boston, MA, US
- LinkedIn followers
- 500 followers
About Angela Rizzo
Responsible for managing client relationships throughout the New England region,ensuring that clients receive ongoing support and communication. Works closely with clientsand their advisors to develop financial strategies that help clients meet their current needs andplan for their long-term objectives. Ensures that clients receive the appropriate blend ofservices based on their unique needs, including custom lending, investment management,planning, trust, and family office services.
Experience
Client Relationship Advisor
Feb 2020 — Present
Education
Boston University
Certified Financial Planning
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