Who I am

About Me (she/her)

Hi, I’m Laura Whitlock, a portfolio manager with over 10 years of experience helping clients achieve their financial goals. My passion for investment management goes beyond numbers—it's about understanding each client’s unique aspirations and crafting tailored solutions that deliver results. Whether it's managing portfolios with assets over $50M or transitioning to sustainable investments, I focus on strategies that not only grow wealth but also provide peace of mind.

Over the years, I've had the privilege of working with a diverse range of clients, each with their own set of goals and challenges. From optimizing portfolios to outperform benchmarks by 7% annually to increasing client satisfaction and retention by 25%, my approach is always centered on personal connection and strategic foresight.

Professional Experience Highlights

$50M+ in Assets Managed

Successfully managed and optimized client portfolios with assets exceeding $50M, ensuring steady growth and risk mitigation.

10+ Years of Experience in Investment Strategies

Leveraged expertise in equities, bonds, and alternative investments to consistently achieve client financial goals, outperforming benchmarks by an average of 7% annually.

Leadership in Financial Planning

Spearheaded investment planning initiatives, creating personalized strategies that increased client satisfaction and retention by 25%.

Key Projects

Led a large-scale transition from traditional investments to sustainable assets, achieving a 15% return over a 3-year period.

Education

2014 - 2018

MBA, Finance

Harvard University

Completed an MBA in Finance with a focus on investment strategies, corporate finance, and financial risk management. Gained in-depth expertise in financial modeling, capital budgeting, and valuation, while also developing a strong foundation in economic theory and global financial markets. Specialized in optimizing portfolio performance and corporate decision-making through data-driven analysis.

2018 - 2020

Certified Financial Planner (CFP)

MIT

Achieved the Certified Financial Planner (CFP) designation, demonstrating a comprehensive understanding of personal financial planning, including retirement, tax, and estate planning. Acquired specialized knowledge in risk management, wealth accumulation strategies, and ethical financial advising, ensuring adherence to the highest industry standards in client relationship management and fiduciary responsibility.

2020 - 2022

Chartered Financial Analyst (CFA) Level III Candidate

Stanford University

Currently a CFA Level III candidate, deepening proficiency in portfolio management, wealth planning, and advanced investment techniques. Developed a robust skill set in asset allocation, equity valuation, and performance analysis, with a focus on the practical application of financial theories in institutional and private wealth management.

My Expertise Area

Strategic Investment Planning

85%

Financial Risk Assessment & Management

80%

Asset Allocation & Diversification

90%

Performance Analytics & Reporting

75%

Client Relationship Management

80%

Compliance with Regulatory Standards

85%

What Our Clients Are Saying

Trusted by clients globally, our portfolio manager offers unparalleled financial strategies.

Laura Whitlock

Portfolio Manager

My mission is to empower clients with personalized financial strategies. I ensure that every decision made aligns with their long-term financial success.

John Smith

Satisfied Client

Laura’s insights transformed my financial strategy. Her knowledge and dedication brought immense value to my investment portfolio.

Emily Johnson

Long-term Client

Her strategic mindset and in-depth market knowledge have helped me achieve financial stability and growth over the years.

Alex Martinez

Corporate Investor

Laura’s approach is a perfect blend of risk management and innovative thinking. My portfolio has never been more balanced.

Samantha Brown

Entrepreneur

She has a deep understanding of the market, and her guidance has been invaluable in navigating financial challenges.

Michael Lee

Private Investor

Laura’s attention to detail and proactive management has given me confidence in my financial future. I highly recommend her services.

Get in Touch

Feel free to reach out if you have any questions or just want to connect.