In her role as a Client Associate, Bethany supports her team’s relationship management efforts as a day-to-day point of contact for clients and related parties, serving as a liaison between the firm’s various functional groups. Prior to joining the team, Bethany held the role of Investment Operations Associate at Lili’uokalani Trust in Honolulu, Hawaii, a self-funded non-profit providing programs and services to destitute Hawaiian children started by the last Queen of Hawaii, Queen Lili’uokalani. She worked on the endowment team, facilitating cash movement and managing the administrative processes.
Bethany is a native to the Hampton Roads area and graduated with a BBA from James Madison University. In her free time, she can be found enjoying the beach, gardening and traveling. She also serves regularly as a foster parent for animal shelters.