Prior to joining NorthCape Wealth Management in 2017, Renée worked for 17 years in Operations and as a Senior Registered Client Associate with A.G. Edwards & Sons/Wells Fargo Advisors. During these 17 years, Reneé earned her Operations Certification and was recognized as a Premier Client Associate* by Wells Fargo Advisors for five consecutive years. She graduated in 2000 from SUNY Fredonia with a degree in Economics and a concentration in Finance. Renée is currently our Client Relations Manager and is responsible for administrative operations and client transaction requests. She holds the Accredited Asset Management Specialist® designation and is our Notary Public and signature guarantor. She and her husband Bob enjoy traveling and tending to their home in Lake View.
*The Wells Fargo Advisors Premier Client Associate distinction is held by a select group of Registered Client Associates within Wells Fargo Advisors nominated by their management for their consistent display of professionalism, integrity and core leadership values.