Investment Strategy

Laura Lake, CFA

Executive Vice President
Director of Investment Strategy

Laura, executive vice president, is the director of investment strategy at Breckinridge. She sits on the firm’s Executive Committee and is a member of the Investment Committee where she is jointly responsible for setting investment strategy, asset allocation and sector weightings. In her role, Laura bridges the relationship between the firm’s investment teams and clients, advisors and consultants. Laura has been with the firm since 2017 and has over 19 years of experience. Prior to Breckinridge, she was a senior portfolio manager at Standish responsible for managing multi-sector portfolios for insurance companies. Before Standish, she was a senior portfolio manager within the taxable fixed income team at Wells Capital Management. Prior to Wells Capital, she was responsible for external manager selection as an investment research manager at HSBC in London. Laura holds a BA in economics from the University of North Carolina at Chapel Hill, an MS in finance from London Business School and is a CFA® charterholder.