Leann Caprio

Leann began her career in the publishing and logistics industry, providing high-level support to C-suite executives. She later transitioned into the wealth management arena, serving in client services for a family office and addressed the multifaceted needs of high-net-worth individuals and families. Most recently, Leann worked as a legal assistant for a law firm, where she helped facilitate clients' estate planning needs. Leann serves as a Client Services Officer for the Firm, where she is dedicated to delivering exceptional service and fostering strong client relationships.