Claire Trentacosta

Client Services Associate

Claire Trentacosta is a valued member of our team, bringing a strong academic foundation and a fresh perspective to client service. A Southern California native, Claire pursued her education at the University of Georgia, where she graduated cum laude from the Terry College of Business in May 2024 with a Bachelor of Business Administration, concentrating in Marketing.

In her role, Claire supports both clients and advisors, helping to ensure the seamless execution of daily operations. Her attention to detail, professionalism, and dedication to delivering exceptional service play an important role in supporting the firm’s ongoing success.

 

Phone (805) 623-0650
Fax 805-370-3210