Laurel Lawrence serves as the Managing Principal of the Atlanta office where she leads the client service team and helps drive the firm’s long-term strategy and growth throughout the Atlanta market. Laurel also serves as a Relationship Manager, advising high-net-worth families and institutional clients on investment strategy, portfolio construction, wealth transfer planning, and the complexities of multigenerational family relationships.
Before joining Diversified Trust, Laurel was a Relationship Manager at Carolinas Investment Consulting, where she provided investment consulting services to both private and institutional clients. She began her career at Cambridge Associates in Washington, D.C., serving institutional clients including foundations, endowments, and nonprofit organizations as a Senior Investment Associate.
Beyond her professional responsibilities, Laurel is actively engaged in the Atlanta community. She is involved with Peachtree Presbyterian Church, supports fundraising efforts for The Trinity School, and serves on the volunteer committee for the Spotlight on Art Artists Market. She previously served on the Young Women Leaders Forum and is a member of the Atlanta Charitable Advisors Network.
Laurel received a Bachelor of Science in Business Administration from the University of North Carolina at Chapel Hill. In addition, she completed the Northwestern University program in Financial Planning and holds the CFP® certification awarded by the Certified Financial Planner Board of Standards, Inc.