Lauren Cadle is the investment associate for the Institutional Division of Blue Trust.
Lauren is responsible for trading and overseeing investment operations for private investments. Lauren assists with the RFP (Request for Proposal) process and implementation of Investment Policy Statements (IPS). She crafts customized reports tailored to specific client needs, efficiently handling tasks like populating responses, data updates, and timely report finalization.
Prior to joining Blue Trust, she worked as a wealth management client associate at Merrill Lynch where she performed administrative duties to support financial advisors in their daily business practice. She assisted with onboarding new clients, money movements, implementing new portfolio strategies, and developed and maintained close working relationships with high-net-worth clients. Before her role at Merrill Lynch, Lauren interned with Blue Trust where she worked closely with financial planners assisting with the creation of financial plans and performed various administration tasks.
Lauren earned her BS in business administration: financial planning from Liberty University where she graduated with high honors.
Lauren is from Asheville, NC and she and her husband currently reside in Alpharetta, GA. She is a member of First Baptist Church of Woodstock and enjoys spending time with friends and family.