Gail Lieberman

Senior Client Relationship Associate

Berkeley, California

Gail enjoys being helpful to others, and applies her operations experience to ensure a smooth, efficient, and friendly experience for clients.
Gail’s financial industry background includes responsibilities as an operations manager at a financial management education and wealth management firm in the Bay Area.
Gail graduated from CSU, Chico, earning a B.A. in International Relations.
When office hours are over, you may find Gail with a good book or a fast bike—she’s an avid reader and cyclist.

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You want to achieve success on your terms. We provide the insights and tools you need to be knowledgeable and purposeful stewards of your wealth.

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