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Investment Strategy

Laura Lake, CFA

Chief Investment Officer

Laura is Breckinridge’s chief investment officer. She sits on the firm’s Executive Committee and heads the Investment Committee. Under Laura’s leadership, Breckinridge’s Investment Committee determines market outlook and directs the firm’s investment strategy. Laura joined the firm in 2017 as director of investment strategy and assumed her current role in 2018. She has over 19 years of industry 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 B.A. in economics from the University of North Carolina at Chapel Hill, an M.S. in finance from London Business School and is a CFA® charterholder.