Lucy Gibson

Lucy operates in the role of Senior Client Services Associate in our Salt Lake City office. Her responsibilities include: account and portfolio maintenance, new account set-up, transfer of assets, daily interface with the firm’s custodians and solving the dynamic needs of the Yellowstone clientele.

Lucy’s distinguished experience includes facilitating the opening of the Salt Lake City branch office of HighTower Advisors, another financial services company. Lucy managed all administrative and many client-related aspects of the opening of this new venture, including client transition, office management, licensing, and coordination of all needed services. Lucy also has experience as a personal Senior Service Client Associate to one of The Top 100 Barons Brokers in Morgan Stanley’s Salt Lake City office.