Gina M. Castagna

As a client relationship specialist, Gina is the primary contact for clients’ day-to-day needs. She has vast research and trading experience. Among her responsibilities are client onboarding, money movement, gifting requests, requests for performance, and tax information. Gina develops close relationships with her clients to ensure consistent and exceptional service. She also supports our senior portfolio management and wealth planning professionals.

Gina has over 20 years of experience in wealth management. Before joining the firm, she was a court liaison for Community Partners in Action Inc., one of the nation’s oldest nonprofit agencies.

In her free time, Gina enjoys writing short stories, reading, and going anywhere beachy.