Lauriann Delay brings a distinct flair and extensive wealth management experience to creating financial strategies for successful individuals and families to finance their lives.

Calmly and methodically, Lauriann helps her clients articulate their dreams and goals, determine their risk-comfort level and manage their wealth prudently and tax-efficiently. She typically works with entrepreneurs and executives who appreciate her effectiveness, her transparency and her round-the-clock availability. From proactive planning to monitoring investments, she provides financial counsel, managing money from multiple angles. Clients go about their lives confident that Lauriann is on top of things.

With a foundation of technical credentials and qualifications, including a CFA designation, an MBA from New York University, and more than 30 years of finance-industry experience, Lauriann has held positions with such firms as Morgan Stanley, Goldman Sachs, BNY Mellon and Citibank.

Beyond work, she is dedicated to giving back in myriad ways. She has served on several nonprofit boards, including The Anchor Society of East Hampton; Rene and Veronica di Rosa Foundation, where she is a trustee emeritus; and the United Religions Initiative. She also served as chair of the investment committee at Mills College and for the Parents Council at Lewis & Clark College.

Lauriann has a passion for finance and a verve for all things related to arts and music. She is happiest while spending time with her daughters and dogs in New York and San Francisco.