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Client Manager

Lera Yalysheva

Professional Background

As a Client Manager, Lera works closely with our advisors and is responsible for the day-to-day portfolio management for clients. Prior to joining CPWM, she worked as an analyst for a Registered Investment Advisor located in New York City.

About

Lera graduated from the University of Alabama with a bachelor’s degree in finance and economics. Lera enjoys traveling, trying new restaurants and discovering the great outdoors of the Pacific Northwest.

Influencer

“No act of kindness, no matter how small, is ever wasted.”