Vanessa Bambola leads Client Relations and Advisory Management, where she helps create a seamless experience between clients and the firm's advisory team. She oversees client onboarding, supports ongoing client relationships, and works closely with advisors to ensure consistent service, communication, and best practices across engagements. Prior to joining the firm, Vanessa spent more than seven years as an educator, teaching sixth grade and developing curriculum initiatives that supported student success. She holds a bachelor's degree in Psychology from Quinnipiac University and a master's degree in Elementary and Special Education from Long Island University. She also completed coursework in instructional design, further strengthening her passion for learning and process development. Drawing on more than seven years in education, Vanessa brings a people-first approach to client service. Her experience building relationships, navigating diverse needs, and communicating complex information with clarity enables her to connect clients and advisors effectively. She is passionate about fostering trusted partnerships and helping clients feel supported throughout every stage of their journey with the firm.