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About Us
Juana Baldwin
Juana joined the practice in 2001, starting as the marketing and communications associate. Her core duties include communications with our clients and prospects, through calls, emails and newsletters, and coordinating special events such as public workshops, education evenings and client appreciation events as well as researching and developing seminar materials, and presentations. On top of those duties, she now manages the practice and is responsible for the administration of client accounts, tracking investment activity, as well as responding to any other service needs for our clients.