Lauren Levin serves as Operations Specialist at Almanack Investment Partners, where she provides operational and administrative support to the firm’s advisors, clients, and Home Office team. Known for her attention to detail, responsiveness, and strong organizational skills, Lauren plays an important role in supporting the firm’s day-to-day operations and helping ensure a seamless experience for both advisors and clients.
Prior to joining Almanack, Lauren spent more than 17 years in the hospitality industry, where she built a reputation for exceptional customer service, relationship management, and the ability to thrive in fast-paced environments. Her experience managing competing priorities, anticipating client needs, and delivering a high level of service has translated seamlessly into her role within the financial services industry.
At Almanack, Lauren supports a variety of operational and client service initiatives, helping advisors and clients navigate administrative processes while contributing to the firm’s commitment to service excellence.
Outside of the office, Lauren enjoys gardening, cooking, discovering new restaurants, and sharing great meals with family and friends.
