Lu joined MONECO Advisors in the fall of 2021 as part of the opening of the New Canaan office. She had previously been working and supporting the same advisor team while at Barnum Financial Group, where she had been for the past 15 years. Prior to this, she worked for Citigroup Asset Management in Stamford, CT. As part of the MONECO New Canaan team, she is instrumental in the day to day client operations at the office and accels at it. Always a people person, she prides herself in the teams' sense of purpose and how they collectively manage their client relationships. Having supported the advisors in this office for over the past decade, although New Canaan is now their new home, she feels like the office is an extension of her own family after working together for so long. Lu and her husband Pierluigi, currently reside in Stamford with their two sons. They met while Lu was living in her beloved Italy earlier in her career, which she makes a point to visit as much as she can.
Get to Know Lu...
Favorite part about working at MONECO: Working closely with people whose company I genuinely enjoy
Favorite thing to do outside of work: Spending time with my family and watching our son play soccer
What I enjoy most about what I do: Spending every day with people who I consider an extension of my own family
Biggest challenge: Starting a new chapter at a firm after 15 years and learning all of the new systems/processes
Favorite:
Quotation: "God has a plan"
Vacation: Italy
TV Show: Made for TV movies
Music: 80s & anything ADELE
Sports Team: Anything soccer