Clarissa Tawel joined Aldrich Wealth in 2023 as a Senior Client Services Specialist for the Family Office division. She brings nearly a decade of experience in operations and client relations. Prior to joining Aldrich, Clarissa managed the operations and client services department for a Registered Investment Advisor. During this time, she developed a passion for building and maintaining client relationships, managing the operations team and advisors, and expanding her knowledge of business development.
In her current role, Clarissa strives to provide exceptional existing client care for high-net-worth and ultra-high-net-worth individuals, she assists with managing client onboarding procedures and improving the operations processes and procedures for the firm.
Clarissa received her bachelor’s degree in psychology from Westmont College. She also earned a Series 65 license in 2018 and is working toward becoming a Certified Financial Planner.
In her spare time, Clarissa enjoys volunteering in her community, walking her dog Béni, traveling, reading, and competitive marathon running.
