Cynthia Gennaro

Client Relationship Manager

Bethesda, Maryland

Cindy oversees client service, office workflows, and internal meeting preparation. She also partners with teams and external providers to keep operations running smoothly.
With 28 years of financial industry experience, Cindy brings broad operational expertise across boutique firms and large wealth management organizations. She is skilled in process improvement, vendor coordination, and team support. She earned a B.A. in Human Relations from Pace University.
Cindy’s approach is organized, collaborative, and solutions-oriented. She anticipates needs, resolves issues thoughtfully, and builds repeatable processes. She believes strong operations create a better, more consistent client experience.
Cindy lives in Central Florida and is originally from Westchester County, New York. She enjoys time with her husband, two daughters, and their dog. Outside work, she likes beach days, trying new restaurants and relaxing with friends and family.