Laura Larosa

Director of Wealth Management, BLBB Advisors

Role
Director of Wealth Management at Blbb Advisors
Location
Philadelphia, PA, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Laura Larosa

In a newly-created leadership position with BLBB Advisors as the Director of Wealth…

Experience

  1. Director of Wealth Management

    Blbb Advisors

    Feb 2025 — Present

    Founded in 1964, BLB & B is an independent, employee-owned, fee-only, multi-custodial financial advisory firm providing fiduciary advice, planning, and investment management services to individuals and families, endowments, and business owners. We believe financial planning and asset management are dynamic, life-long processes designed to accommodate unique situations and goals. BLB & B offers the capabilities of a larger firm coupled with the personal attention of a boutique practice. Our attention to detail, wealth of experience, and broad perspective enable us to consistently deliver customized and comprehensive financial planning resources to our clients that help them, in turn, make better financial decisions, avoid taking on unnecessary risk, and feel in better control of their financial futures.

Education

  • University of Pennsylvania

    Bachelor of Arts - BA

Skills

  • Bloomberg
  • Strategy
  • Asset Allocation
  • Asset Managment
  • Mutual Funds
  • Equities
  • Alternative Investments
  • Fixed Income
  • Change Management
  • Employee Benefits
  • Hedge Funds
  • Wealth Management
  • Series 7
  • Intranet Strategy
  • Marketing
  • Leadership
  • Equity Research
  • Portfolio Management
  • Trading
  • Securities
  • Asset Management
  • Strategic Planning
  • Investments
  • Investment Management
  • Valuation
  • Finance
  • Bonds
  • Management
  • Investment Strategies

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Laura Larosa — Director of Wealth Management at Blbb Advisors in Philadelphia, PA, US | Unifers