Veritas Boston Wealth Management is growing! We are delighted to introduce Lany Guillen, who has joined the team as a Client Service Manager. Lany has been in the financial services industry for over a decade servicing both institutional and high-net-worth client relationships. Most recently, Lany served as an Associate Director at Artisan Partners, where she led complex institutional account onboardings and managed day-to-day client needs. Earlier in her career, she worked at Windhaven Investment Management as a Senior Client Service Specialist supporting local high-net-worth clients, smaller institutions, and foundations.She earned a Bachelor of Arts in Finance from Simmons College. Originally from the Dominican Republic, she is fluent in Spanish and currently lives on the South Shore with her husband and son. Outside of work and family, she enjoys hiking, attending concerts, and serving on the board of her town’s local youth soccer association.Lany is excited to join a collaborative, tight-knit team that truly values integrity, trust, and client-centered service. She has already started building lasting relationships with clients and is ready to guide you through all stages of your financial journey.We are excited about both the experience and energy Lany brings to Veritas, and we look forward to you getting to know her. |
