Clarissa serves as a relationship manager for the firm’s clients. As a Relationship Manager, she regularly meets with Piedmont’s clients and assists in overall client service strategy of the firm. Clarissa is also responsible for Piedmont’s community relations initiatives. Clarissa began her tenure at Piedmont just months after the firm was founded as the Director of Operations and is an equity partner of the firm. Prior to Piedmont, she was the Vice President of Firm Administration and Operations at Hughes Capital Management. She also previously worked at Wedgewood Capital Management as the Director of Client Service and in the Trust/Investment department at First American Bank, N.A. She began her career as an Investment Assistant in the Treasurer’s Office of the Washington Metropolitan Area Transit Authority.
Clarissa received her BS in Business Administration from the University of Maryland at College Park. She is a member of the St. Joseph’s Historic Foundation Board of Directors and the National Association of Securities Professionals (NASP). She also serves as the Secretary for NASP’s North Carolina Chapter. Clarissa is a Retirement Plan Associate (RPA) under the Certified Employee Benefit Specialists Program (CEBS).