Lily C. Bui
Client Relationship Specialist
Education
Western Connecticut State University
BA, Accounting
As a Client Relationship Specialist, Lily is the primary contact for clients’ day-to-day needs. Her responsibilities include client onboarding, money movement, gift processing, investment performance reporting, and providing tax information. Lily develops close relationships with her clients to ensure consistent and exceptional service. She also supports our portfolio management and wealth planning professionals.
Lily brings over 25 years of experience in the financial services industry. Prior to joining Bradley Foster & Sargent, she was employed as a Senior Investment Accountant at New England Asset Management and a Stable Value Client Relationship Manager at VOYA Financial.