Lexi is a Client Service Associate and works closely with advisors and clients to help deliver a seamless wealth management experience.
Prior to joining Composition Wealth, Lexi worked as a Client Service Associate at SteelPeak Wealth, where she supported advisors and high net worth clients with day to day client service and relationship management, strengthening her passion for building trusted relationships and delivering exceptional client experiences. She began her career in financial services through internships at Capital Group and PNC, where she gained exposure to investment management, retirement planning, and client relationship management.
Lexi earned her Bachelor of Arts in Economics from the University of California, Santa Barbara, where she also completed the university’s Technology Management Program. She holds the Series 65 license and is dedicated to expanding her knowledge and expertise within the wealth management industry.
Outside of work, Lexi enjoys traveling, reading nonfiction, and exploring new restaurants with family and friends.
Fun Facts
- On a mission to try every workout class in LA—from Pilates and hot yoga to archery—and always searching for the next challenge
- Enjoys origami and is slowly expanding her repertoire of folds
- A lifelong turtle lover who has had two sliders named Chuck and Yertle
Location
- Los Angeles, CA (HQ)
