Beth Delano is a Client Service Analyst at Lake Street Advisors, serving as the primary point of contact with custodian banks on behalf of the firm’s clients. She handles a variety of client service activities, including asset movement, client reporting, and process documentation. Beth joined Lake Street in 2007 and worked as a Financial Planner before shifting to the Operations team in 2018.
Prior to Lake Street, Beth was a Performance Analyst at Prime Buchholz LLC. She previously worked as a call center supervisor and project manager for a local socially responsible mutual fund company.
Beth received her BS in business administration from New Hampshire College, and holds a certificate in financial planning from Merrimack College.
Beth lives in southern Maine and when not working, she enjoys devoting her free time to volunteering and family.