Experience:
Lu joined Moneco Advisors in the fall of 2021 as part of the opening of the New Canaan office. She had previously been working and supporting the same advisor team while at Barnum Financial Group, where she had been for the past 15 years. Prior to this, she worked for Citigroup Asset Management in Stamford, CT. As Practice Manager of the Moneco New Canaan team, she is instrumental in the day-to-day client operations at the office and excels at it. Always a people person, she prides herself in the teams’ sense of purpose and in supporting how they collectively manage their client relationships. Having supported the advisors in this office for over the past decade, although New Canaan is now their new home, she feels like the office is an extension of her own family after working together for so long.